How big is Balance Wealth, LLC's plan?

Balance Wealth, LLC's plan reported $284K in assets and 5 participants for 2024.

Original filing (PDF)20250421220127NAL0003600801003

Balance Wealth, LLC

Name: Balance Wealth, LLC — Balance Wealth 401(k) Plan, Form 5500 (2024)
Creator: Balance Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Balance Wealth 401(k) Plan

401(k) retirement plan · Balance Wealth, LLC's Balance Wealth 401(k) Plan held $284K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$284K

Net assets (EOY)

$284K

People on this filing

QIAN LIU signed Balance Wealth, LLC's 2024 Form 5500 as plan administrator.

QIAN LIU — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Balance Wealth, LLC's EIN is 82-4323227.

EIN 82-4323227

Plan number 001

Plan year 2024

ACK ID 20250421220127NAL0003600801003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Balance Wealth, 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 BALANCE WEALTH, 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

Helping the score