# Balanced Wealth Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/balanced-wealth-group-llc-401k-plan

> Balanced Wealth Group LLC's 401(k) plan: 9 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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