Sponsor portfolio
BALANCED STRATEGIES LLC
EIN 20-4946188insuranceLatest filing 2024
Plans
1
Retirement
1
$24K assets
Welfare
0
Participants
2
991C LOMAS SANTA, FE DR. #171 - SOLANA BEACH, CA 92075714-742-3142balstrat.comLinkedIn1-10 employeesinsurance
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 STRATEGIES LLC 401(K) PLAN | 401k | $24K | 2 | 2024 |
Retirement plans