How big is Balanced Wealth Management, LLC's plan?

Balanced Wealth Management, LLC's plan reported $40K in assets and 5 participants for 2024.

Original filing (PDF)20250923191454NAL0006067457001

Balanced Wealth Management, LLC

Name: Balanced Wealth Management, LLC — Balanced Wealth, Form 5500 (2024)
Creator: Balanced Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Balanced Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Balanced Wealth Management, LLC's Balanced Wealth Management, LLC 401(k) Plan held $40K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$40K

Net assets (EOY)

$40K

People on this filing

JEFF Myers signed Balanced Wealth Management, LLC's 2024 Form 5500 as plan administrator.

JEFF Myers — 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 Wealth Management, LLC's EIN is 92-1442291.

EIN 92-1442291

Plan number 001

Plan year 2024

ACK ID 20250923191454NAL0006067457001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Balanced Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Balanced Wealth Management, 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 BALANCED WEALTH MANAGEMENT, 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