# Balance Technology, INC. 401(k) Plan
Source: https://planprovider.pro/companies/balance-technology-inc-401k-plan

> Balance Technology, INC.'s 401(k) plan: 72 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Balance Technology, INC.

- **Sponsor EIN:** 382822225

- **Sponsor Address:** 7035 JOMAR ROAD, WHITMORE LAKE, MI, 48189

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

- **Total Participants:** 72

- **Total Assets:** $15.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|72|$15.7M|$113,880|$486,648|

| 2023|80|$17.1M|$131,531|$613,924|

| 2022|150|$15.3M|$170,581|$676,874|

## 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|

| CAPFINANCIAL PARTNERS, L|INVESTMENT ADVISORY|$89,997|$3|$90,000|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$83,175|—|$83,175|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $173,175

- **Estimated Expense Ratio:** 1.104% 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|$72,824|$49,997|$22,827|—|—|

| 2023|$58,490|$37,376|$21,114|—|—|

| 2022|$75,146|$40,509|$25,763|—|$8,874|

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