Back to filter
Original filing (PDF)20250721105330NAL0003499298001
PRINCIPAL PROPERTIES LLC
Form 5500-SF
FILING_RECEIVED
PRINCIPAL PROPERTIES LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
10
Accounts w/ balance
8
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRINCIPAL PROPERTIES LLC.
Plan sponsor
Name
PRINCIPAL PROPERTIES LLC
EIN
45-3796370
Address
16233 KENYON AVE STE 120 · LAKEVILLE, MN · 550444737
Phone
(651) 289-6405
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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 providersRelated plans
Similar-size Real Estate plans
GLF MANAGEMENT LLC
GLF MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST
$1.2M · 60 participants
INVESTORS REALTY GROUP, INC.
IRG PENSION PLAN
$1.2M · 2 participants
SAM PARK & COMPANY LLC
SAM PARK & COMPANY LLC 401(K) PROFIT SHARING PLAN
$1.2M · 3 participants
JETCLOSING, INC.
JETCLOSING 401(K) PLAN
$1.2M
BISMARCK TITLE COMPANY
BISMARCK TITLE COMPANY SAFE HARBOR 401K PSP
$1.2M · 11 participants
Z&L PROPERTIES, INC.
Z&L PROPERTIES, INC. 401K
$1.2M · 10 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
