How big is Principle Distribution, LLC's plan?

Principle Distribution, LLC's plan reported $2.1M in assets and 25 participants for 2025.

Original filing (PDF)20260521111212NAL0002499649001

Principle Distribution, LLC

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

Form 5500-SF

FILING_RECEIVED

Principle Distribution, LLC 401(k) Plan

401(k) retirement plan · Principle Distribution, LLC's Principle Distribution, LLC 401(k) Plan held $2.1M in plan assets for 25 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Angela Hoffman signed Principle Distribution, LLC's 2025 Form 5500 as plan administrator.

Angela Hoffman — 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 Distribution, LLC's EIN is 86-1060710.

EIN 86-1060710

Plan number 001

Plan year 2025

ACK ID 20260521111212NAL0002499649001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Principle Distribution, LLC'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 PRINCIPLE DISTRIBUTION, 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