Original filing (PDF)20250812110300NAL0009768256001

BALANCED LIFE HOME CARE SERVICES

Name: BALANCED LIFE HOME CARE SERVICES — BALANCED LIFE 401K, Form 5500 (2024)
Creator: BALANCED LIFE HOME CARE SERVICES

Form 5500-SF

FILING_RECEIVED

BALANCED LIFE 401K

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

267

Accounts w/ balance

131

Plan assets (EOY)

$125K

Net assets (EOY)

$125K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BALANCED LIFE HOME CARE SERVICES.

Plan sponsor

Name

BALANCED LIFE HOME CARE SERVICES

EIN

83-3838987

Address

65 OLD HIGHWAY 22 · STE 4 · CLINTON, NJ · 08809

Phone

(908) 627-4600

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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