How big is Balanced Investment Advisors, LLC's plan?

Balanced Investment Advisors, LLC's plan reported $6K in assets and 1 participants for 2023.

Original filing (PDF)20240910173430NAL0003686819001

Balanced Investment Advisors, LLC

Name: Balanced Investment Advisors, LLC — Balanced Investm, Form 5500 (2023)
Creator: Balanced Investment Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Balanced Investment Company 401(k) Plan & Trust

401(k) retirement plan · Balanced Investment Advisors, LLC's Balanced Investment Company 401(k) Plan & Trust held $6K in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

People on this filing

Suresh Basnet signed Balanced Investment Advisors, LLC's 2023 Form 5500 as plan administrator.

Suresh Basnet — 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

Balanced Investment Advisors, LLC's EIN is 84-2942361.

EIN 84-2942361

Plan number 001

Plan year 2023

ACK ID 20240910173430NAL0003686819001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Balanced Investment Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Balanced Investment Advisors, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 INVESTMENT ADVISORS, LLC.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

BALANCED INVESTMENT ADVISORS, LLC

EIN

all filings

Address

222 3RD AVENUE SE, SUITE 501 · CEDAR RAPIDS, IA · 52401

Phone

(319) 242-6444

Industry

Finance & Insurance

Plan administrator