How big is McPowell Management, Inc.'s plan?

McPowell Management, Inc.'s plan reported $857K in assets and 150 participants for 2024.

Original filing (PDF)20250716130831NAL0003239473006

McPowell Management, Inc.

Name: McPowell Management, Inc. — McPowell Management, Form 5500 (2024)
Creator: McPowell Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McPowell Management, Inc. 401(k) Plan

401(k) retirement plan · McPowell Management, Inc.'s McPowell Management, Inc. 401(k) Plan held $857K in plan assets for 150 participants in 2024.

Signals · 1

No auditor on file

Active participants

150

Accounts w/ balance

Plan assets (EOY)

$857K

Net assets (EOY)

$857K

People on this filing

Joseph D Powell Jr. signed McPowell Management, Inc.'s 2024 Form 5500 as plan administrator.

Joseph D Powell Jr. — 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

McPowell Management, Inc.'s EIN is 27-1410012.

EIN 27-1410012

Plan number 001

Plan year 2024

ACK ID 20250716130831NAL0003239473006

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McPowell Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McPowell Management, Inc.'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 MCPOWELL MANAGEMENT, INC..

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score