Plan5500

Principal Fund — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Principal Fund is reported as a service provider on 6 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $0 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$0Direct + indirect, across loaded filings
Plans served6
Plan sponsors6
Filings6
Direct vs. indirect compensation
Direct compensation$0
Indirect compensation$0

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Computed from loaded filings

Concentration

Top state share of plans33%TX
Plan sponsors served6
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Principal Fund. Bars show relative scale.

  1. 1
    Bridgeview Eye Partners$0
    IN · 1 plan(s)
  2. 2
    Distek Integration, Inc.$0
    IA · 1 plan(s)
  3. 3
    Sharp Transit, LLC$0
    NC · 1 plan(s)
  4. 4
    Fikes Wholesale Inc.$0
    TX · 1 plan(s)
  5. 5
    Brightway Insurance, LLC$0
    FL · 1 plan(s)
  6. 6
    Francesca'S Acquisition, LLC$0
    TX · 1 plan(s)
Geographic reach

State footprint

Where Principal Fund appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    TX2 plan(s)
  2. 2
    FL1 plan(s)
  3. 3
    IA1 plan(s)
  4. 4
    IN1 plan(s)
  5. 5
    NC1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Principal Fund are sponsored, by plan count.

  1. 1
    Jacksonville, FL1 plan(s)
  2. 2
    Cedar Falls, IA1 plan(s)
  3. 3
    Wabash, IN1 plan(s)
  4. 4
    Salisbury, NC1 plan(s)
  5. 5
    Houston, TX1 plan(s)
  6. 6
    Temple, TX1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    The Fikes Companies Profit Sharing Plan & Trust$0
    Fikes Wholesale Inc., TX · Direct $0 · Indirect $0 · 2023
  2. 2
    Distek Integration, Inc. 401(K) Profit Sharing Plan$0
    Distek Integration, Inc., IA · Direct $0 · Indirect $0 · 2023
  3. 3
    Brightway Insurance 401(K) Plan$0
    Brightway Insurance, LLC, FL · Direct $0 · Indirect $0 · 2023
  4. 4
    Bridgeview Eye Partners Retirement Savings Plan$0
    Bridgeview Eye Partners, IN · Direct $0 · Indirect $0 · 2023
  5. 5
    Francesca'S Acquisition 401(K) Plan$0
    Francesca'S Acquisition, LLC, TX · Direct $0 · Indirect $0 · 2023
  6. 6
    Sharp Transit, LLC Employees 401(K) Retirement Plan$0
    Sharp Transit, LLC, NC · Direct $0 · Indirect $0 · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Principal Fund?
Public Form 5500 Schedule C filings report compensation paid to Principal Fund as a plan service provider. Across loaded filings, total reported compensation is $0.
How many plans report Principal Fund as a service provider?
Principal Fund appears on 6 loaded plan(s) across 6 sponsor(s).

Related Form 5500 pages