# Balanced Body INC. 401(k) Plan
Source: https://planprovider.pro/companies/balanced-body-inc-401k-plan

> Balanced Body INC.'s 401(k) plan: 321 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Balanced Body INC.

- **Sponsor EIN:** 680291136

- **Sponsor Address:** 5909 88TH STREET, SACRAMENTO, CA, 95828

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

- **Total Participants:** 321

- **Total Assets:** $18.0M

## 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|321|$18.0M|$603,856|$992,480|

| 2023|253|$14.5M|$523,117|$854,905|

| 2022|277|$10.9M|$477,221|$804,764|

## 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|$31,953|—|$31,953|

| BFBA, LLP|NONE|$12,000|—|$12,000|

| MONARCH PLAN ADVISORS|NONE|$10,436|—|$10,436|

### 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:** $54,389

- **Estimated Expense Ratio:** 0.302% 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|$54,389|$10,436|$31,953|$12,000|—|

| 2023|$41,151|—|$29,551|$11,600|—|

| 2022|$40,555|—|$30,055|—|$10,500|

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