Search public Form 5500 filings

13 results

Companies

companySecurity Ballew, Inc.
EIN: 36-4300994Location: MSPlans: 2Latest: 2023

planElite 401(K) PlanFinancial statementProvider compensation2023 filing
Sponsor: Ballew Wealth Management, Inc.EIN: 36-4300994Plan: 003Participants: 288Assets: $7,575,984Location: Jackson, MSLatest: 2023
planSecurity Ballew, Inc. 401(K) Profit Sharing PlanFinancial statement2023 filing
Sponsor: Security Ballew, Inc.EIN: 36-4300994Plan: 001Participants: 24Assets: $2,695,044Location: Jackson, MSLatest: 2023

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

filing2023 Form 5500 — Security Ballew, Inc. 401(K) Profit Sharing Plan
Sponsor: Security Ballew, Inc.EIN: 36-4300994Plan: 001Ack ID: 20241008143000NAL0016857569001
filing2023 Form 5500 — Elite 401(K) Plan
Sponsor: Ballew Wealth Management, Inc.EIN: 36-4300994Plan: 003Ack ID: 20241015142612NAL0016621459001