Assets by plan
Share of aggregate retirement assets
59%top
Sponsor portfolio
BALLEW WEALTH MANAGEMENT, INC.
EIN 36-4300994financial servicesLatest filing 2024
Plans
2
Retirement
2
$14.7M assets
Welfare
0
Participants
296
100 VISION DRIVE, SUITE 325 - JACKSON, MS 39211601-368-3500ballewwealth.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.7M assets / 296 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
59%top
- EPIC RETIREMENT PLAN SERVICES59%
- (Not disclosed)41%
Participants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
ELITE 401(K) PLAN
401k
Assets$8.6M
Participants278
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SECURITY BALLEW, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$6.1M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ELITE 401(K) PLAN | 401k | $8.6M | 278 | 2024 | |
| 001 | SECURITY BALLEW, INC. 401(K) PROFIT SHARING PLAN | 401k | $6.1M | 18 | 2024 |
Retirement plans
Welfare plans