How big is BE Balanced LLC's plan?

BE Balanced LLC's plan reported $14K in assets and 4 participants for 2025.

Original filing (PDF)20260508155124NAL0003271795001

BE Balanced LLC

Name: BE Balanced LLC — BE Balanced LLC 401(k) Profit, Form 5500 (2025)
Creator: BE Balanced LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BE Balanced LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · BE Balanced LLC's BE Balanced LLC 401(k) Profit Sharing Plan & Trust held $14K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

People on this filing

Edward Rojas signed BE Balanced LLC's 2025 Form 5500 as plan administrator.

Edward Rojas — 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

BE Balanced LLC's EIN is 87-4635031.

EIN 87-4635031

Plan number 001

Plan year 2025

ACK ID 20260508155124NAL0003271795001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for BE Balanced LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

BE Balanced LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BE BALANCED LLC.

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Plan health score

Above-average plan

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