Sponsor portfolio
BOOKS BALANCED AND BEYOND INC
EIN 45-5290603Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$1.8M assets
Welfare
0
Participants
7
2127 ADAMS AVE SUITE C - SAN DIEGO, CA 92116858-354-1137booksbalancedandbeyond.comLinkedIn1-10 employees
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 | BOOKS BALANCED AND BEYOND INC 401K PSP TRUST | 401k | $1.8M | 7 | 2025 |
Retirement plans