Assets by plan
Share of aggregate retirement assets
- US GROUP PENSION (#001)$21.1M
Filings through .
Bal Services, Inc.
EIN 13-3671084Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$31.9M assets
Health & Benefits
0
Participants
97
281 TRESSER BOULEVARD, 2 STAMFORD PLAZA - STAMFORD, CT 069013284203-359-6775
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $31.9M assets / 97 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
THE BAL US GROUP PENSION PLAN
Traditional DB
Assets$21.1M
Participants50
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
BAL SERVICES, INC. 401(K) SAVINGS PLAN
401(k)
Assets$10.8M
Participants47
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE BAL US GROUP PENSION PLAN | Traditional DB | $21.1M | 50 | 2025 |
| #002 | BAL SERVICES, INC. 401(K) SAVINGS PLAN | 401(k) | $10.8M | 47 | 2025 |
- #001 · Traditional DB · 202550
- #002 · 401(k) · 202547
Retirement plans