Form 5500 Search

PRINCIPIA WEALTH ADVISORY

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
1
Active participants
0
Total plan assets
$755.4M
Filings (rows)
1
Direct comp
$8K
Indirect comp
$0

SERVICES PROVIDED

Other1

Top plans served

All 1 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BAKER BOTTS L.L.P.
BAKER BOTTS L.L.P. DC PLANS MASTER TRUST
HOUSTON, TX
Other
$755.4M$8K