· 2022–2024 · DOL EFAST2

Powell Investment Advisors, LLC — Powell Investment, Form 5500 (2024)

Original filing (PDF)20250612093235NAL0016649489001

Powell Investment Advisors, LLC

Form 5500-SF

FILING_RECEIVED

Powell Investment Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Powell Investment Advisors, LLC's Powell Investment Advisors, LLC 401(k) Profit Sharing Plan held $1.2M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

3

Accounts w/ balance

2

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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

64

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

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

Plan sponsor

Name

POWELL INVESTMENT ADVISORS, LLC

EIN

26-3635862all filings

Address

3225 AVIATION AVENUE, SUITE 502 · MIAMI, FL · 33133

Phone

(786) 470-3480

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Archetype Advisors 401(k) Profit Sharing Plan

$1.2M · 9 participants

Russell Capital Management, LLC

Russell Capital Management, LLC 401(k) Retirement Savings Plan

$1.2M · 5 participants

Clarity Capital Partners LLC

Clarity Capital, LLC 401(k) Profit Sharing Plan

$1.2M · 9 participants

JDR Financial Services, LLC

JDR Financial Services 401(k) Retirement Plan

$1.2M · 3 participants

Impact Capital, LLC

Impact Capital 401(k)Plan

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.