· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THE POWELL FIRM, INC. — THE POWELL FIRM INC 401(K) P/S PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015100532NAL0008982802001
THE POWELL FIRM, INC.
Form 5500-SF
FILING_RECEIVED
THE POWELL FIRM INC 401(K) P/S PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE POWELL FIRM, INC.
.
Find decision makers
Plan sponsor
Name
THE POWELL FIRM, INC.
EIN
81-2429691
Address
1201 N ORANGE ST STE 500 · WILMINGTON, DE · 19801
Phone
(302) 650-1572
Industry
Law Offices
· Professional & Technical Services
see all
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
SHANAHAN LAW GROUP
SLG 401(K) PROFIT SHARING PLAN
$2.2M · 3 participants
VERNERBRUMLEY, P.C.
VBMP 401(K) PROFIT SHARING PLAN
$2.2M · 19 participants
BARSH AND COHEN, PC
BARSH & COHEN PC PROFIT SHARING PLAN
$2.2M · 6 participants
WILL FERGUSON & ASSOCIATES INC
WILL FERGUSON & ASSOCIATES INC 401(K) PROFIT SHARING PLAN
$2.2M · 13 participants
HOWELL, PARFET & SCHAU PLC
HOWELL, PARFET & SCHAU PLC RETIREMENT PLAN
$2.2M · 5 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
PARRISH DEVAUGHN PLLC
PARRISH DEVAUGHN PLLC 401(K) PROFIT SHARING PLAN AND TRUST
$2.2M · 45 participants
Large plans in Delaware
EIDP, INC.
DUPONT PENSION TRUST
$10.7B
EIDP, INC.
PENSION AND RETIREMENT PLAN
$10.4B · 2,204 participants
ASTRAZENECA PHARMACEUTICALS LP
ASTRAZENECA SAVINGS AND SECURITY PLAN
$8.6B · 17,843 participants
CORTEVA AGRISCIENCE, LLC
RETIREMENT SAVINGS PLAN
$7.0B · 9,508 participants
EIDP, INC.
CORTEVA AGRISCIENCE DEFINED CONTRIBUTION PLAN MASTER TRUST
$6.8B
DUPONT DE NEMOURS, INC.
DUPONT RETIREMENT SAVINGS PLAN
$3.4B · 8,970 participants
