How big is David T. Cowell's plan?

David T. Cowell's plan reported $1.1M in assets and 8 participants for 2024.

Original filing (PDF)20250622201011NAL0003306915001

David T. Cowell

Name: David T. Cowell — Cowell Financial 401(k) Plan, Form 5500 (2024)
Creator: David T. Cowell
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cowell Financial 401(k) Plan

401(k) retirement plan · David T. Cowell's Cowell Financial 401(k) Plan held $1.1M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

David T. Cowell signed David T. Cowell's 2024 Form 5500 as plan administrator.

David T. Cowell — 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

David T. Cowell's EIN is 41-1995993.

EIN 41-1995993

Plan number 001

Plan year 2024

ACK ID 20250622201011NAL0003306915001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David T. Cowell from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David T. Cowell's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID T. COWELL.

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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