Original filing (PDF)20251001111825NAL0013144897001

POWELL FIRM, LLC

Name: POWELL FIRM, LLC — POWELL LAW FIRM 401(K) PLAN, Form 5500 (2024)
Creator: POWELL FIRM, LLC

Form 5500-SF

FILING_RECEIVED

POWELL LAW FIRM 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$96K

Net assets (EOY)

$94K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POWELL FIRM, LLC.

Plan sponsor

Name

POWELL FIRM, LLC

EIN

93-1595809all filings

Address

2864 MISTY ROCK COVE · DACULA, GA · 30019

Phone

(770) 962-0100

Industry

Law Offices· Professional & Technical Servicessee 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

2025-10-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

MARCEREAU LAW GROUP

MARCEREAU LAW GROUP 401(K) PLAN

$96K · 3 participants

GERON LEGAL ADVISORS LLC

GERON LEGAL ADVISORS LLC 401(K) PLAN

$96K · 4 participants

THORNE & SKINNER

THORNE & SKINNER 401(K) PLAN

$96K · 9 participants

MOREAU LAW PLLC

MOREAU LAW PLLC 401K PLAN

$96K · 1 participants

SPOONER LAW, PLLC

SPOONER LAW 401(K) PLAN

$96K · 1 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.