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  1. Companies/
  2. Balance Wealth Partners LLC

Filings through Oct 24, 2026.

Balance Wealth Partners LLC

EIN 39-2974389-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$484K assets
Health & Benefits
0
Participants
10
5701 N HIGH ST, SUITE 100 - WORTHINGTON, OH 43085216-965-5045
Plans on this EIN
1 filing
#001401(k)-$484K - 10 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

BALANCE WEALTH PARTNERS 401(K) PLAN

401(k)

Assets$484K
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BALANCE WEALTH PARTNERS 401(K) PLAN401(k)$484K102025
  • BALANCE WEALTH PARTNERS 401(K) PLAN$484K
    #001 · 401(k) · 202510
Retirement plans
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