Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Bal Engineering, Inc.
EIN 47-2051862Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$546K assets
Welfare
0
Participants
10
154A WHITAKER ROAD - LUTZ, FL 33549813-333-2103
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $546K assets / 10 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BAL ENGINEERING 401(K) PLAN
401(k)
Assets$349K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BAL ENGINEERING, INC. CASH BALANCE PLAN
Cash balance
Assets$198K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BAL ENGINEERING 401(K) PLAN | 401(k) | $349K | 5 | 2025 | |
| 002 | BAL ENGINEERING, INC. CASH BALANCE PLAN | Cash balance | $198K | 5 | 2025 |
Retirement plans