How big is Principled Wealth Advisors, LLC's plan?

Principled Wealth Advisors, LLC's plan reported $870K in assets and 4 participants for 2025.

Original filing (PDF)20260411045616NAL0017238211001

Principled Wealth Advisors, LLC

Name: Principled Wealth Advisors, LLC — Principled Wealth, Form 5500 (2025)
Creator: Principled Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Principled Wealth Advisors 401(k) Profit Sharing Plan

401(k) retirement plan · Principled Wealth Advisors, LLC's Principled Wealth Advisors 401(k) Profit Sharing Plan held $870K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$870K

Net assets (EOY)

$870K

Plan identifiers

Principled Wealth Advisors, LLC's EIN is 20-1915329.

EIN 20-1915329

Plan number 333

Plan year 2025

ACK ID 20260411045616NAL0017238211001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Principled Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Principled Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

PRINCIPLED WEALTH ADVISORS, LLC

EIN

all filings

Address

100 E. RIVERCENTER BOULEVARD · SUITE 810 · COVINGTON, KY · 41011

Phone

(859) 957-2737

Industry

Finance & Insurance

Plan administrator