How big is Powell and Moon Investments, LLC's plan?

Powell and Moon Investments, LLC's plan reported $1.1M in assets and 11 participants for 2024.

Original filing (PDF)20250718211611NAL0002445569001

Powell and Moon Investments, LLC

Name: Powell and Moon Investments, LLC — New Leaf Construc, Form 5500 (2024)
Creator: Powell and Moon Investments, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

New Leaf Construction 401(k) Plan

401(k) retirement plan · Powell and Moon Investments, LLC's New Leaf Construction 401(k) Plan held $1.1M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Scott Powell signed Powell and Moon Investments, LLC's 2024 Form 5500 as plan administrator.

Scott Powell — 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 and Moon Investments, LLC's EIN is 26-1245001.

EIN 26-1245001

Plan number 001

Plan year 2024

ACK ID 20250718211611NAL0002445569001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Powell and Moon Investments, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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