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

Ballast Wealth Management, LLC's plan reported $46K in assets and 3 participants for 2024.

Original filing (PDF)20250530154455NAL0015177344001

Ballast Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Ballast Wealth Management 401(k) Plan

401(k) retirement plan · Ballast Wealth Management, LLC's Ballast Wealth Management 401(k) Plan held $46K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$46K

Net assets (EOY)

$46K

People on this filing

TARA Evans, for TAG Resources signed Ballast Wealth Management, LLC's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

Ballast Wealth Management, LLC's EIN is 92-1914104.

EIN 92-1914104

Plan number 001

Plan year 2024

ACK ID 20250530154455NAL0015177344001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ballast Wealth Management, 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 BALLAST 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