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  1. Companies/
  2. Balanced Rock Investment Advisors LLC

Filings through Oct 24, 2026.

Balanced Rock Investment Advisors LLC

EIN 45-0893366-financial services-Latest filing 2025
Plans
1
Retirement
1
$338K assets
Health & Benefits
0
Participants
5
4238 WASHINGTON ST, SUITE 311 - ROSLINDALE, MA 02131617-971-8323balancedrockinvestmentadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$338K - 5 part

Plan summaries

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

Retirement#001

BALANCED ROCK INVESTMENT ADVISORS 401(K) PLAN

401(k)

Assets$338K
Participants5
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
#001BALANCED ROCK INVESTMENT ADVISORS 401(K) PLAN401(k)$338K52025
  • BALANCED ROCK INVESTMENT ADVISORS 401(K) PLAN$338K
    #001 · 401(k) · 20255
Retirement plans
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