How big is Principle Wealth Partners, LLC's plan?

Principle Wealth Partners, LLC's plan reported $2.2M in assets and 24 participants for 2025.

Original filing (PDF)20260520143719NAL0002058336001

Principle Wealth Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Principle Wealth Partners, LLC 401(k) Plan

401(k) retirement plan · Principle Wealth Partners, LLC's Principle Wealth Partners, LLC 401(k) Plan held $2.2M in plan assets for 24 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Michael Castiello signed Principle Wealth Partners, LLC's 2025 Form 5500 as plan administrator.

Michael Castiello — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Principle Wealth Partners, LLC's EIN is 82-2283737.

EIN 82-2283737

Plan number 001

Plan year 2025

ACK ID 20260520143719NAL0002058336001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Principle Wealth Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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