Principled Wealth Advisors, LLC (EIN 20-1915329) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $875K in plan assets and 13 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Principled Wealth Advisors 401(k) Profit Sharing Plan | 333 | 4 | $870K |
| Principled Wealth Advisors LLC CBS Benefit Plan | 501 | 9 | $5K |
20-1915329 is the Employer Identification Number (EIN) Principled Wealth Advisors, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Kentucky EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
