Powell Industries, Inc. Employees Incentive Savings Plan
Sponsored by Powell Industries, Inc. · EIN 880106100 · Plan #001
- Total assets
- $252M
- Net assets
- $252M
- Active participants
- 2,164
- With balances
- 2,623
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Investment advisory (plan) | $50,000 |
| Weinstein Spira & Company Pc | Accounting | $21,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$9,207 |