How big is Princeton Group's plan?

Princeton Group's plan reported $2.9M in assets and 16 participants for 2024.

Original filing (PDF)20251007170519NAL0005095313001

Princeton Group

Name: Princeton Group — Princeton Group Retirement Plan, Form 5500 (2024)
Creator: Princeton Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Princeton Group Retirement Plan

401(k) retirement plan · Princeton Group's Princeton Group Retirement Plan held $2.9M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Princeton Group's EIN is 20-4336265.

EIN 20-4336265

Plan number 001

Plan year 2024

ACK ID 20251007170519NAL0005095313001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Princeton Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Princeton Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PRINCETON GROUP.

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

Plan sponsor

Name

PRINCETON GROUP

EIN

all filings

Address

834 E WASHINGTON AVE · SUITE 309 · MADISON, WI · 53703

Phone

(608) 554-0700

Industry

Arts, Entertainment, Recreation

Plan administrator