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Original filing (PDF)20250928075354NAL0004644835001
POWELL ELECTRONICS, INC.
Form 5500
FILING_RECEIVED
POWELL ELECTRONICS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
230
Accounts w/ balance
184
Plan assets (EOY)
$32.2M
Net assets (EOY)
$32.2M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: JOHN HANCOCK POOLED SEPARATE ACCOUN (no filing on disk)]" is 100% of plan.
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POWELL ELECTRONICS, INC..
Plan sponsor
Name
POWELL ELECTRONICS, INC.
EIN
23-1419651
Address
200 COMMODORE DRIVE · SWEDESBORO, NJ · 08085
Phone
(856) 241-8005
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-28
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KELLY WELDE & CO., CPA'S
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE CO USA | 01-0233346 | — | RECORDKEEPER | $736 | — |
Investments
1 pooled fund· $31.5M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JOHN HANCOCK POOLED SEPARATE ACCOUN JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $31.5M | 97.9% |
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