How big is Balboa Thrift & Loan Association's plan?

Balboa Thrift & Loan Association's plan reported $4.2M in assets and 78 participants for 2024.

Original filing (PDF)20250624141756NAL0016877010001

Balboa Thrift & Loan Association

Name: Balboa Thrift & Loan Association — Form 5500 (2024)
Creator: Balboa Thrift & Loan Association
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Balboa Thrift & Loan Association held $4.2M in plan assets for 78 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

Cristal Mateos signed Balboa Thrift & Loan Association's 2024 Form 5500 as plan administrator.

Cristal Mateos — 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

Balboa Thrift & Loan Association's EIN is 95-3512604.

EIN 95-3512604

Plan number 001

Plan year 2024

ACK ID 20250624141756NAL0016877010001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Balboa Thrift & Loan Association from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Balboa Thrift & Loan Association'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 BALBOA THRIFT & LOAN ASSOCIATION.

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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

Knocking points off