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  2. Balance Cfo LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Balance Cfo LLC

EIN 40-0019803-financial services-Latest filing 2025
Plans
1
Retirement
1
$28K assets
Welfare
0
Participants
3
1020 HORNSBY DR - FRANKLIN, TN 37064770-905-4380jamietrull.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$28K - 3 part

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Retirement#001

BALANCE CFO LLC - 401K

401(k)

Assets$28K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BALANCE CFO LLC - 401K401(k)$28K32025
Retirement plans
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