Security Ballew 401(k) match, vesting and fees
What Security Ballew's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Mwg Retirement Plan Services | Schedule C ↗ |
| Independent auditor | Bmss, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Security Ballew: employer contribution per participant | $1,383 | |
| Peer median | $2,868 |
| Security Ballew: average balance | $42,720 | |
| Peer median | $95,281 |
| Security Ballew: admin expenses ÷ assets | 0.60% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $6.2M at the end of plan year 2022 to $8.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 278 | $8.6M | $278K | $1,383 | 0.60% | Not published | Form 5500 ↗ |
| 2023 | 269 | $7.6M | $275K | $1,249 | 0.69% | Not published | Form 5500 ↗ |
| 2022 | 292 | $6.2M | $281K | $1,275 | 1.18% | Not published | Form 5500 ↗ |
Other Security Ballew plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Security Ballew, Inc. 401(k) Profit Sharing Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Security Ballew match 401(k) contributions?
The match terms for the Elite 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $278K in employer contributions, about $1,383 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Security Ballew 401(k) match vested?
The vesting schedule for the Elite 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Security Ballew 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mwg Retirement Plan Services. The plan administrator is Ballew Wealth Management, Inc..
I left Security Ballew. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ballew Wealth Management, Inc., (601) 368-3500) or the recordkeeper, Mwg Retirement Plan Services. The Security Ballew old 401(k) page lists the contacts from every plan filing. Find an old Security Ballew 401(k)
Data from the public Form 5500 annual reports Security Ballew filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Security Ballew. Not financial advice. Report a correction · Methodology