How big is CR Powless & Co., LLC's plan?

CR Powless & Co., LLC's plan reported $17K in assets and 5 participants for 2023.

Original filing (PDF)20241003115635NAL0009796737001

CR Powless & Co., LLC

Name: CR Powless & Co., LLC — CR Powless & Co., LLC 401(k), Form 5500 (2023)
Creator: CR Powless & Co., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CR Powless & Co., LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · CR Powless & Co., LLC's CR Powless & Co., LLC 401(k) Profit Sharing Plan and Trust held $17K in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$17K

Net assets (EOY)

$17K

People on this filing

Shirley Horner signed CR Powless & Co., LLC's 2023 Form 5500 as plan administrator.

Shirley Horner — 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

CR Powless & Co., LLC's EIN is 46-1078527.

EIN 46-1078527

Plan number 001

Plan year 2023

ACK ID 20241003115635NAL0009796737001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for CR Powless & Co., LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

CR Powless & Co., LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CR POWLESS & CO., 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

CR POWLESS & CO., LLC

EIN

all filings

Address

223 N. SPRING ST. · KLAMATH FALLS, OR · 97601

Phone

(541) 882-0758

Industry

Manufacturing

Plan administrator