How big is Principal Advisory Group, LLC's plan?

Principal Advisory Group, LLC's plan reported $67K in assets and 2 participants for 2023.

Original filing (PDF)20241017113342NAL0031717281001

Principal Advisory Group, LLC

Name: Principal Advisory Group, LLC — Principal Advisory, Form 5500 (2023)
Creator: Principal Advisory Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Principal Advisory Group, Llc401(k) Plan

401(k) retirement plan · Principal Advisory Group, LLC's Principal Advisory Group, Llc401(k) Plan held $67K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$67K

Net assets (EOY)

$67K

Plan identifiers

Principal Advisory Group, LLC's EIN is 83-3093714.

EIN 83-3093714

Plan number 001

Plan year 2023

ACK ID 20241017113342NAL0031717281001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Principal Advisory Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Principal Advisory Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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