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Sponsor portfolio

BONNEVILLE TEST AND BALANCE, LLC

EIN 68-0519982-individual & family services-Latest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
14
5663 W. 13100 SOUTH - HERRIMAN, UT 840966535801-694-6621LinkedIn1-10 employeesindividual & family services
Plans on this EIN
2 filings
#001401k-$1.4M - 8 part#002TraditionalDB-$1.3M - 6 part

Retirement portfolio analytics

2 plans aggregated / $2.7M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • PROFIT SHARING PLAN (#001)52%
  • DEFINED BENEFIT PENSION (#002)48%
Total $2.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)8
  • DEFINED BENEFIT PENSION (#002)6
Total 14Click 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

BONNEVILLE TEST AND BALANCE, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$1.4M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BONNEVILLE TEST AND BALANCE, LLC DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$1.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BONNEVILLE TEST AND BALANCE, LLC 401(K) PROFIT SHARING PLAN401k$1.4M82025
002BONNEVILLE TEST AND BALANCE, LLC DEFINED BENEFIT PENSION PLANTraditionalDB$1.3M62025
Retirement plans
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