PlanOptica
Free ERISA searchPricing
Sign inTry Pro free
  1. Companies/
  2. Brian K Balser Co Lpa

Filings through Oct 24, 2026.

Sponsor portfolio

Brian K Balser Co Lpa

EIN 34-1714756-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
1
Retirement
1
$2.1M assets
Welfare
0
Participants
2
7477 GATHERING LOOP - REUNION, FL 347476702440-934-0044
Plans on this EIN
1 filing
#004Profit-sharing-$2.1M - 2 part

Plan 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#004

BRIAN K. BALSER CO., LPA P/S PLAN & TRUST

Profit-sharing

Assets$2.1M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004BRIAN K. BALSER CO., LPA P/S PLAN & TRUSTProfit-sharing$2.1M22024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica