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  2. BALL & COMPANY WEALTH MANAGEMENT, INC
Sponsor portfolio

BALL & COMPANY WEALTH MANAGEMENT, INC

EIN 87-3362933-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
8
9 SPYGLASS HILL - BRENTWOOD, TN 37027805-376-2779
Plans on this EIN
2 filings
#002401k-$2.1M - 4 part#003CashBalance-$1.1M - 4 part

Retirement portfolio analytics

2 plans aggregated / $3.3M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • & COMPANY 401(K) (#002)66%
  • CASH BALANCE PLAN (#003)34%
Total $3.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & COMPANY 401(K) (#002)4
  • CASH BALANCE PLAN (#003)4
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BALL & COMPANY 401(K) PLAN

401k

Assets$2.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

BALL & COMPANY CASH BALANCE PLAN

CashBalance

Assets$1.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BALL & COMPANY 401(K) PLAN401k$2.1M42025
003BALL & COMPANY CASH BALANCE PLANCashBalance$1.1M42025
Retirement plans
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