Sponsor portfolio
BALANCE, INC.
EIN 39-1771303individual & family servicesLatest filing 2025
Plans
1
Retirement
1
$641K assets
Welfare
0
Participants
63
1350 14TH AVENUE #4 - GRAFTON, WI 53024262-268-6811balanceinc.orgLinkedIn51-200 employeesindividual & family services
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 | BALANCE, INC. 401(K) PLAN | 401k | $641K | 63 | 2025 |
Retirement plans