Freddie Jacobs Jr. signed Principle's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Principle's EIN is 46-5664401.
Download the official 2024 Form 5500 (PDF) for Principle from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Principle's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $54K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE AMERICAN AUDITORS GROUP LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $12.1M | 99.6% | |
| GREAT-WEST TRUST DRIVE INCOME FUND GREAT-WEST TRUST COMPANY, LLC · EIN 47-7319764 / PN 111 | Common Collective Trust | — | — | $201K | 1.7% | |
| GREAT-WEST TRUST DRIVE BALANCE FUND GREAT-WEST TRUST COMPANY, LLC · EIN 47-7326992 / PN 110 | Common Collective Trust | — | — | $145K | 1.2% |
| — |
| SPOKANE, WA |
| AUDITOR |
| $6K |
| — |
