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  2. KARLA J. BALLENGER
Sponsor portfolio

KARLA J. BALLENGER

EIN 47-2403031-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
5
852 JUMPER ROAD - DELAWARE, OH 43015614-774-0095
Plans on this EIN
2 filings
#001ProfitSharing-$706K - 3 part#002CashBalance-$586K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • PROFIT SHARING PLAN (#001)55%
  • CASH BALANCE PLAN (#002)45%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)3
  • CASH BALANCE PLAN (#002)2
Total 5Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

KARLA J. BALLENGER PROFIT SHARING PLAN

ProfitSharing

Assets$706K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KARLA J. BALLENGER CASH BALANCE PLAN

CashBalance

Assets$586K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001KARLA J. BALLENGER PROFIT SHARING PLANProfitSharing$706K32025
002KARLA J. BALLENGER CASH BALANCE PLANCashBalance$586K22024
Retirement plans
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