How big is Systems Management & Balancing, Inc.'s plan?

Systems Management & Balancing, Inc.'s plan reported $2.3M in assets and 21 participants for 2024.

Original filing (PDF)20251014090447NAL0005155138001

Systems Management & Balancing, Inc.

Name: Systems Management & Balancing, Inc. — Systems, Form 5500 (2024)
Creator: Systems Management & Balancing, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Systems Management & Balancing, Inc. 401(k) Retirement Plan

401(k) retirement plan · Systems Management & Balancing, Inc.'s Systems Management & Balancing, Inc. 401(k) Retirement Plan held $2.3M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Systems Management & Balancing, Inc.'s EIN is 86-3237083.

EIN 86-3237083

Plan number 001

Plan year 2024

ACK ID 20251014090447NAL0005155138001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Systems Management & Balancing, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Systems Management & Balancing, Inc.'s plan includes 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 SYSTEMS MANAGEMENT & BALANCING, INC..

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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