OpenERISA

Ball & Company Wealth Management, INC.

Brentwood, TN, 37027

EIN 87-3362933
Plans
2
Total participants
24
Filing years
2024, 2023, 2021
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF002Ball & Company 401(K) Plan4
2024Form 5500-SF003Ball & Company Cash Balance Plan4
2023Form 5500-SF002Ball & Company 401(K) Plan4
2023Form 5500-SF003Ball & Company Cash Balance Plan4
2021Form 5500-SF002Ball & Company 401(K) Plan4
2021Form 5500-SF003Ball & Company Cash Balance Plan4

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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