How big is Powell Strategies, LLC's plan?

Powell Strategies, LLC's plan reported $961K in assets and 2 participants for 2024.

Original filing (PDF)20250924111342NAL0010487154001

Powell Strategies, LLC

Name: Powell Strategies, LLC — Powell Strategies 401(k), Form 5500 (2024)
Creator: Powell Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Powell Strategies 401(k) Plan

401(k) retirement plan · Powell Strategies, LLC's Powell Strategies 401(k) Plan held $961K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$961K

Net assets (EOY)

$961K

Plan identifiers

Powell Strategies, LLC's EIN is 46-1667227.

EIN 46-1667227

Plan number 001

Plan year 2024

ACK ID 20250924111342NAL0010487154001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Powell Strategies, 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 STRATEGIES, 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 average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

POWELL STRATEGIES, LLC

EIN

all filings

Address

1800 MILVALE ROAD · ANNAPOLIS, MD · 21409

Phone

(703) 795-9195

Industry

Professional & Technical Services

Plan administrator