Ballentine Consulting Group DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Ballentine Consulting Group
  • Sponsor EIN: 455527203
  • Sponsor Address: 2438 RED MAPLE DRIVE, TROY, MI, 48098
  • Plan Type: DC
  • Plan Number: 001
  • Total Participants: 2
  • Total Assets: $1.2M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20252$1.2M$0$0
20241$882,215$0$54,144
20231$632,105$0$78,351
20221$419,822$0$88,671

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