What public Form 5500 filings show about the Powell Industries, Inc. 401(k) plan — and how to find and check your own account.
Powell Industries, Inc. (EIN 88-0106100) reports POWELL INDUSTRIES, INC. EMPLOYEES INCENTIVE SAVINGS PLAN on its most recent Form 5500, with $252.3M in plan assets across 2,164 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Powell Industries, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Powell Industries, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WEINSTEIN SPIRA & PC, MORGAN STANLEY SMITH BARNEY.
