# Balance Managed Services LLC 401(k) Plan
Source: https://planprovider.pro/companies/balance-managed-services-llc-401k-plan

> Balance Managed Services LLC's 401(k) plan: 90 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Balance Managed Services LLC

- **Sponsor EIN:** 813144586

- **Sponsor Address:** 2800 N. CHERRYLAND AVE., STOCKTON, CA, 95215

- **Plan Type:** 401(k)

- **Total Participants:** 90

- **Total Assets:** $4.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|90|$4.6M|$93,555|$405,311|

| 2023|98|$4.1M|$162,285|$529,337|

| 2022|149|$3.6M|$196,116|$639,137|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| THE VANGUARD GROUP, INC.|NONE|$29,714|—|$29,714|

| JOHANSON & YAU|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $29,714

- **Estimated Expense Ratio:** 0.643% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$29,714|—|$29,714|—|—|

| 2023|$32,636|—|$32,636|—|—|

| 2022|$28,157|—|$28,157|—|—|

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