· 2022–2024 · DOL EFAST2

PRINCIPLED WEALTH ADVISORS LLC — PRINCIPLED WEALTH ADVISORS LLC CBS BENEFIT PLAN, Form 5500 (2023) | Form 5500 Search

Original filing (PDF)20250430094559NAL0001167747001

PRINCIPLED WEALTH ADVISORS LLC

Form 5500-SF

FILING_RECEIVED

PRINCIPLED WEALTH ADVISORS LLC CBS BENEFIT PLAN

Health & welfare plan

Active participants

9

Accounts w/ balance

—

Plan assets (EOY)

$5K

Net assets (EOY)

$1K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

PRINCIPLED WEALTH ADVISORS LLC

EIN

20-1915329

Address

100 EAST RIVERCENTER BLVD · SUITE 810 · COVINGTON, KY · 41011

Phone

(859) 957-2737

Industry

Finance & Insurancesee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-04-30

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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