What public Form 5500 filings show about the Powell Planning and Consulting, LLC 401(k) plan — and how to find and check your own account.
Powell Planning and Consulting, LLC (EIN 86-2157342) reports POWELL PLANNING AND CONSULTING 401(K) PLAN on its most recent Form 5500, with $330K in plan assets across 3 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 Planning and Consulting, LLC filing — schedules, fees, and providers.
Powell Planning and Consulting, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Powell Planning and Consulting, LLCHR for the recordkeeper’s name and login.
