Assets by plan
Share of aggregate retirement assets
- ELITE 401(K) (#003)$9.8M
Filings through .
Security Ballew, Inc.
EIN 36-4300994financial servicesLatest filing 2025
Plans
2
Retirement
2
$16.4M assets
Health & Benefits
0
Participants
297
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 / $16.4M assets / 297 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$6.7M
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
ELITE 401(K) PLAN
401(k)
Assets$9.8M
Participants278
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
SECURITY BALLEW, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$6.7M
Participants19
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | ELITE 401(K) PLAN | 401(k) | $9.8M | 278 | 2025 |
| #001 | SECURITY BALLEW, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $6.7M | 19 | 2025 |
- ELITE 401(K) PLAN$9.8M#003 · 401(k) · 2025278
- #001 · 401(k) · 202519
Retirement plans
Health & Benefits plans