Plans listing this provider
15
0.03% of the 56,420 plans with Schedule H financials; 13 in 2023
Providers › Ballew Advisors
Ballew Advisors
- Service provider, as named on Schedule C
- EIN 640797641
- Plan year 2024
- Direct compensation reported $556,120
Assets of those plans
$294,629,646
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$556,120
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 13 |
| 51 | Investment management fees paid directly by plan | 3 |
| 26 | Investment advisory (participants) | 3 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Neel-schaffer Engineers and Planners, Inc. 401(k) Plan and Trust | Neel-schaffer Engineers & Planners | $96,214,488 | 711 | $60,000 |
| Southern Ionics Incorporated 401(k) Profit Sharing Plan | Southern Ionics | $78,093,371 | 375 | $15,000 |
| Ram Partners, LLC 401(k) Retirement Savings Plan | Ram Partners | $25,313,967 | 1,358 | $68,351 |
| Morgan White Group, Inc. 401(k) Profit Sharing Plan | Morgan White Group | $20,007,201 | 327 | $63,679 |
| White Construction Company 401-k Plan | Charles N White Construction | $17,515,737 | 123 | $57,854 |
| Methodist Retirement Communities & Its Affiliated Organizations Associates 401(k) Plan | Methodist Retirement Communities | $12,103,026 | 468 | $31,443 |
| Mcneely Plastic Products, Inc. Retirement Plan | Mcneely Plastic Products | $9,532,333 | 168 | $57,233 |
| Elite 401(k) Plan | Ballew Wealth Management | $8,599,062 | 201 | $39,359 |
| Atlas-ssi, Inc. 401(k) Savings Plan | Atlas-ssi | $7,135,383 | 155 | $49,367 |
| Herrin-gear Autoplex 401(k) Plan | HG MS Admin | $6,293,072 | 145 | $18,261 |
| Emmerich Newspapers, Inc. 401(k) Plan | Emmerich Newspapers | $4,933,300 | 92 | $24,485 |
| Claw Forestry Services 401(k) Savings Plan | Claw Forestry Services | $4,256,869 | 144 | $16,319 |
| Rogers-dabbs Chevrolet, Inc. 401(k) Plan | Rogers-dabbs Chevrolet | $3,893,984 | 123 | $28,454 |
| C&C FP Holdings, LLC 401(k) Plan | C&C FP Holdings | $737,853 | 89 | $6,572 |
| Profit Sharing Retirement Plan of Harold Gwatney Chevrolet Company | Harold Gwatney Chevrolet | $0 | 0 | $19,743 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.