Principal Financial Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

272

Total plan assets

$72.8M

Filings (rows)

Direct comp

$35K

Indirect comp

Showing only "PRINCIPAL FINANCIAL ADVISORS"

View all 6 variants aggregated →

PRINCIPAL FINANCIAL GROUP304 PRINCIPAL FINANCIAL22 PRINCIPAL FINANCIAL SERVICES8 PRINCIPAL FINANCIAL GROU2 PRINCIPAL FINANCIAL ADVISORS2 PRINCIPAL FINANCIAL INSURANCE COMPA1

SERVICES PROVIDED

Advisor / Consultant1

Recordkeeper1

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Trustees of the Cemetery Workers Supplemental PENS- Cemetery Workers Supplemental Pension Plan · all filings	LONG ISLAND CITY, NY	Recordkeeper	—	$47.7M	$18K	$0
SW General, Inc., DBA Southwest Ambulance Southwest Ambulance Pension Plan · all filings	GREENWOOD VILLAGE, CO	Advisor / Consultant	272	$25.1M	$16K	$0