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FINANCIAL BALANCE GROUP, LLC

EIN 26-2990407-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.4M assets
Welfare
0
Participants
5
9200 CORPORATE BLVD., SUITE 390 - ROCKVILLE, MD 20850240-683-9700financialbalance.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.4M - 5 part

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Retirement#001

FINANCIAL BALANCE GROUP, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$1.4M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FINANCIAL BALANCE GROUP, LLC 401(K) PROFIT SHARING PLAN401k$1.4M52025
Retirement plans
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