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  2. POWELL & MAJESTRO, PLLC
Sponsor portfolio

POWELL & MAJESTRO, PLLC

EIN 30-0019980-law practice-Latest filing 2024
Plans
2
Retirement
2
$710K assets
Welfare
0
Participants
9
405 CAPITOL STREET, SUITE P-1200 - CHARLESTON, WV 25301304-346-2889powellmajestro.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#001ProfitSharing-$429K - 5 part#002CashBalance-$281K - 4 part

Retirement portfolio analytics

2 plans aggregated / $710K assets / 9 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • PLAN & TRUST (#001)60%
  • CASH BALANCE PLAN (#002)40%
Total $710KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)5
  • CASH BALANCE PLAN (#002)4
Total 9Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

POWELL & MAJESTRO, PLLC PROFIT SHARING PLAN & TRUST

ProfitSharing

Assets$429K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

POWELL & MAJESTRO, PLLC, CASH BALANCE PLAN

CashBalance

Assets$281K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001POWELL & MAJESTRO, PLLC PROFIT SHARING PLAN & TRUSTProfitSharing$429K52024
002POWELL & MAJESTRO, PLLC, CASH BALANCE PLANCashBalance$281K42024
Retirement plans
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