Sponsor portfolio
BALANCED CAPITAL & INSURANCE
EIN 01-0697815insuranceLatest filing 2025
Plans
1
Retirement
1
$1.3M assets
Welfare
0
Participants
3
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BALANCED CAPITAL & INSURANCE 401(K) PROFIT SHARING PLAN | 401k | $1.3M | 3 | 2025 |
Retirement plans