Plan Snapshot
- Plan Sponsor: Ballew Wealth Management, INC.
- Sponsor EIN: 364300994
- Sponsor Address: 100 VISION DRIVE, SUITE 325, JACKSON, MS, 39211
- Plan Type: 401(k)
- Total Participants: 249
- Total Assets: $8.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 249 | $8.6M | $277,974 | $524,497 |
| 2023 | 246 | $7.6M | $274,804 | $559,149 |
| 2022 | 252 | $6.2M | $280,564 | $541,133 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BMSS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BMSS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $48,383 | $39,359 | $9,024 | — | — |
| 2023 | $47,849 | $36,819 | $11,030 | — | — |
| 2022 | $36,675 | $28,180 | $8,495 | — | — |