How big is Powell, ZERO and Mundy's plan?

Powell, ZERO and Mundy's plan reported $6.8M in assets and 4 participants for 2024.

Original filing (PDF)20251012132157NAL0000473825001

Powell, ZERO and Mundy

Name: Powell, ZERO and Mundy — Powell, Powell and Powell, Form 5500 (2024)
Creator: Powell, ZERO and Mundy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Powell, Powell and Powell, 401(k) RET. Plan

401(k) retirement plan · Powell, ZERO and Mundy's Powell, Powell and Powell, 401(k) RET. Plan held $6.8M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

People on this filing

James J. Powell, III, ESQ. signed Powell, ZERO and Mundy's 2024 Form 5500 as plan administrator.

James J. Powell, III, ESQ. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Powell, ZERO and Mundy's EIN is 23-1738262.

EIN 23-1738262

Plan number 004

Plan year 2024

ACK ID 20251012132157NAL0000473825001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Powell, ZERO and Mundy from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Powell, ZERO and Mundy's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POWELL, ZERO AND MUNDY.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

POWELL, ZERO AND MUNDY

EIN

all filings

Address

527 LINDEN STREET · SCRANTON, PA · 18503

Phone

(570) 961-0777

Industry

Law Offices· Professional & Technical Services

Plan administrator