How big is Balanced Mental Wellness, LLC's plan?

Balanced Mental Wellness, LLC's plan reported $31K in assets and 2 participants for 2024.

Original filing (PDF)20250409131514NAL0032673280001

Balanced Mental Wellness, LLC

Name: Balanced Mental Wellness, LLC — Balanced Mental, Form 5500 (2024)
Creator: Balanced Mental Wellness, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Balanced Mental Wellness 401(k) Plan

401(k) retirement plan · Balanced Mental Wellness, LLC's Balanced Mental Wellness 401(k) Plan held $31K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$31K

Net assets (EOY)

$31K

Plan identifiers

Balanced Mental Wellness, LLC's EIN is 82-2911413.

EIN 82-2911413

Plan number 001

Plan year 2024

ACK ID 20250409131514NAL0032673280001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Balanced Mental Wellness, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Balanced Mental Wellness, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BALANCED MENTAL WELLNESS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off