OpenERISA

Balanced Wealth Management, LLC

East Greenwich, RI, 02818

EIN 35-2222317
Plans
1
Total participants
3
Filing years
2024
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Balanced Wealth Management, LLC 401(K) Plan3

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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