How big is Balance Schools LLC's plan?

Balance Schools LLC's plan reported $20K in assets and 30 participants for 2023.

Original filing (PDF)20241008123334NAL0009642131001

Balance Schools LLC

Name: Balance Schools LLC — Balance Schools LLC 401(k), Form 5500 (2023)
Creator: Balance Schools LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Balance Schools LLC 401(k) Plan

401(k) retirement plan · Balance Schools LLC's Balance Schools LLC 401(k) Plan held $20K in plan assets for 30 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$20K

Net assets (EOY)

$20K

People on this filing

Nick Rice signed Balance Schools LLC's 2023 Form 5500 as plan administrator.

Nick Rice — 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

Balance Schools LLC's EIN is 88-1457145.

EIN 88-1457145

Plan number 001

Plan year 2023

ACK ID 20241008123334NAL0009642131001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Balance Schools LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Balance Schools LLC's plan includes profit-sharing, 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 BALANCE SCHOOLS LLC.

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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