How big is Cccssf DBA Balance's plan?

Cccssf DBA Balance's plan reported $3.4M in assets and 60 participants for 2024.

Original filing (PDF)20250728121906NAL0002910880001

Cccssf DBA Balance

Name: Cccssf DBA Balance — Retirement Income Security, Form 5500 (2024)
Creator: Cccssf DBA Balance
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Retirement Income Security Plan-Balance

401(k) retirement plan · Cccssf DBA Balance's Retirement Income Security Plan-Balance held $3.4M in plan assets for 60 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Steven Stout signed Cccssf DBA Balance's 2024 Form 5500 as plan administrator.

Steven Stout — 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

Cccssf DBA Balance's EIN is 94-1688163.

EIN 94-1688163

Plan number 002

Plan year 2024

ACK ID 20250728121906NAL0002910880001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cccssf DBA Balance from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cccssf DBA Balance'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 CCCSSF DBA BALANCE.

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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