Assets by plan
Share of aggregate retirement assets
86%top
Filings through .
Sponsor portfolio
Balance TMS, Esketamine, and Psychiatry, PLLC
EIN 92-3084561Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$334K assets
Welfare
0
Participants
6
1517 N ANKENY BLVE STE E - ANKENY, IA 50023515-337-3967
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $334K assets / 6 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#002
BALANCE TMS, ESKETAMINE, AND PSYCHIATRY, PLLC CASH BALANCE PLAN
Cash balance
Assets$287K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BALANCE TMS, ESKETAMINE, AND PSYCHIATRY, PLLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k)
Assets$47K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BALANCE TMS, ESKETAMINE, AND PSYCHIATRY, PLLC CASH BALANCE PLAN | Cash balance | $287K | 3 | 2025 | |
| 001 | BALANCE TMS, ESKETAMINE, AND PSYCHIATRY, PLLC 401(K) PROFIT SHARING PLAN AND TRUST | 401(k) | $47K | 3 | 2025 |
Retirement plans