PRINCIPLED WEALTH ADVISORS, LLC
EIN 20-1915329COVINGTON, KY
PRINCIPLED WEALTH ADVISORS, LLC (EIN 20-1915329) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $3.5M in plan assets and 17 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
2
Participants
17
Total assets
$3.5M
A PRINCIPLED WEALTH ADVISORS, LLC employee? See the PRINCIPLED WEALTH ADVISORS, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 20-1915329
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| PRINCIPLED WEALTH ADVISORS 401(K) PROFIT SHARING PLAN | 333 | 8 | $3.5M |
| PRINCIPLED WEALTH ADVISORS LLC CBS BENEFIT PLAN | 501 | 9 | $5K |
About this EIN
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?