Balanced Body 401(k) Plan
Sponsored by Balanced Body Inc. · EIN 680291136 · Plan #001
- Total assets
- $18.0M
- Net assets
- $18.0M
- Active participants
- 321
- With balances
- 347
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Monarch Plan Advisors CRD 286612 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $31,953 |
| Bfba, Llp | Accounting, Direct payment from the plan | $12,000 |
| Monarch Plan Advisors | Investment advisory (plan), Direct payment from the plan | $10,436 |