Plan Snapshot
- Plan Sponsor: Balanced Wealth Group LLC
- Sponsor EIN: 921298442
- Sponsor Address: 1991 CROCKER ROAD, WESTLAKE, OH, 44145
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $1.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 9 | $1.7M | $52,520 | $161,050 |
| 2023 | 8 | $1.5M | $18,038 | $37,691 |
| 2022 | 7 | $1.1M | $29,100 | $59,179 |