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  1. Companies/
  2. Balanced Wealth Group LLC

Filings through Oct 24, 2026.

Balanced Wealth Group LLC

EIN 92-1298442-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.1M assets
Health & Benefits
0
Participants
9
1991 CROCKER ROAD, SUITE 300 - WESTLAKE, OH 44145440-871-6501choosebalance.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$2.1M - 9 part

Plan summaries

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

Retirement#001

BALANCED WEALTH GROUP LLC 401(K) PLAN

401(k)

Assets$2.1M
Participants9
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 WEALTH GROUP LLC 401(K) PLAN401(k)$2.1M92025
  • BALANCED WEALTH GROUP LLC 401(K) PLAN$2.1M
    #001 · 401(k) · 20259
Retirement plans
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