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
95
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BALANCED WEALTH PLANNING, INC.
Plan sponsor
Name
BALANCED WEALTH PLANNING, INC
EIN
84-2639366
Address
55 S LA CUMBRE RD 12 · SANTA BARBARA, CA · 93105
Phone
(805) 967-0064
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-06-25
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
