AUMdb

Balon Corporation 401(k) Plan And Trust

Sponsored by Balon Corporation · EIN 730745177 · Plan #001

Total assets
$106M
Net assets
$106M
Active participants
1,098
With balances
1,176

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Tristar Pension Consulting Contract administrator, Direct payment from the plan, Other services $34,233
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $23,491