# Ballew Wealth Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ballew-wealth-management-inc-plan

> Ballew Wealth Management, INC.'s 401(k) plan: 249 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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