Principal Funds — 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 Funds is reported as a service provider on 25 loaded Form 5500 filing(s) across 25 plan sponsor(s) and 25 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $10,180 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $10,180
- Reported indirect compensation
- $0
- Total reported compensation
- $10,180
- Filings
- 25
- Plan sponsors
- 25
- Plans
- 25
- Latest filing year
- 2023
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.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Beyond New Horizons | TN | 1 | $10,180 |
| Economic Modeling, LLC | ID | 1 | $0 |
| Girl Scouts Of Western Ohio | OH | 1 | $0 |
| Ww Healthcare Consultants, LLC | NC | 1 | $0 |
| Clickdimensions LLC | GA | 1 | $0 |
| Pha America Inc | AL | 1 | $0 |
| Rancho Valencia Resort Partners,LLC | CA | 1 | $0 |
| Progressive Quality Care, Inc. | OH | 1 | $0 |
| Envision Aesc Us, LLC | TN | 1 | $0 |
| Corporate Mailings Inc | NJ | 1 | $0 |
State footprint
Plans reporting Principal Funds are sponsored in CO (2), IL (2), TN (2), OH (2), VA (2), ID (1), MD (1), MI (1), AL (1), NJ (1), NM (1), NV (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Beyond New Horizons | Aedc Contractors Employee Pension Plan | 2023 | $10,180 | not reported in the loaded dataset |
| Corporate Mailings Inc | Corporate Mailings Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $0 |
| Nite Ize, Inc. | Nite Ize, Inc. 401(K) Retirement Savings Plan | 2023 | $0 | $0 |
| Corecentric Solutions, Inc. | Corecentric Solutions 401(K) Plan | 2023 | $0 | $0 |
| Clickdimensions LLC | Clickdimensions, LLC 401k Plan | 2023 | $0 | $0 |
| Omitron Inc | Omitron Inc 401(K) Profit Sharing Plan | 2023 | $0 | $0 |
| Progressive Quality Care, Inc. | Progressive Quality Care, Inc. 401(K) Plan | 2023 | $0 | $0 |
| Pha America Inc | Pha America, Inc. 401(K) Plan | 2023 | $0 | $0 |
| Manthei, Inc. | Manthei 401(K) Profit Sharing Plan | 2023 | not reported in the loaded dataset | not reported in the loaded dataset |
| Stewart'S Sleep Center, Inc | Matter Brothers Furniture 401(K) Plan | 2023 | $0 | $0 |
| Ww Healthcare Consultants, LLC | Ww Healthcare Consultants, LLC 401(K) Plan | 2023 | $0 | $0 |
| Las Vegas Review Journal. Inc | Las Vegas Review Journal 401(K) Retirement Plan | 2023 | $0 | $0 |
| Act For Health Dba Professional Case Management | Professional Case Management 401(K) Plan | 2023 | $0 | $0 |
| Bixby Electric, Inc. | Bixby Electric, Inc. Retirement Savings Plan | 2023 | $0 | $0 |
| Assoc Of The United States Army Inc | Association Of The United States Army Inc Retirement Plan | 2023 | $0 | $0 |
| Crossroads Rhode Island | Crossroads Rhode Island 401k Retirement Plan | 2023 | $0 | $0 |
| Tyto Athene LLC | Tyto Athene LLC 401(K) Plan | 2023 | $0 | $0 |
| Aclaris Therapeutics Inc | Aclaris Therapeutics Inc 401(K) Plan | 2023 | $0 | $0 |
| Winklevoss Consultants, Inc. | Winklevoss Consultants, Inc. Savings & Retirement Plan | 2023 | $0 | $0 |
| Rancho Valencia Resort Partners,LLC | Rancho Valencia Resort & Spa 401(K) Plan | 2023 | $0 | $0 |
| Danchem Technologies, Inc. | Ascent Industries Co. 401(K) Plan | 2023 | $0 | $0 |
| Economic Modeling, LLC | Lightcast 401(K) Plan | 2023 | $0 | $0 |
| Envision Aesc Us, LLC | Envision Aesc Us, LLC 401(K) Plan | 2023 | $0 | $0 |
| Girl Scouts Of Western Ohio | Girl Scouts Of Western Ohio'S 401(K) Thrift Plan | 2023 | $0 | $0 |
| Advanced Solutions International Inc. | Advanced Solutions International Inc. 401(K) Retirement Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Aedc Contractors Employee Pension Plan (plan 001)
- Beyond New Horizons — all reported plans
- Corporate Mailings Inc. 401(K) Profit Sharing Plan (plan 001)
- Corporate Mailings Inc — all reported plans
- Nite Ize, Inc. 401(K) Retirement Savings Plan (plan 001)
- Nite Ize, Inc. — all reported plans
- Corecentric Solutions 401(K) Plan (plan 001)
- Corecentric Solutions, Inc. — all reported plans
- Clickdimensions, LLC 401k Plan (plan 001)
- Clickdimensions LLC — all reported plans
- Omitron Inc 401(K) Profit Sharing Plan (plan 001)
- Omitron Inc — all reported plans
- Progressive Quality Care, Inc. 401(K) Plan (plan 001)
- Progressive Quality Care, Inc. — all reported plans
- Pha America, Inc. 401(K) Plan (plan 001)
- Pha America Inc — all reported plans
- Manthei 401(K) Profit Sharing Plan (plan 001)
- Manthei, Inc. — all reported plans
- Matter Brothers Furniture 401(K) Plan (plan 001)
- Stewart'S Sleep Center, Inc — all reported plans
- Ww Healthcare Consultants, LLC 401(K) Plan (plan 001)
- Ww Healthcare Consultants, LLC — all reported plans
- Las Vegas Review Journal 401(K) Retirement Plan (plan 001)
- Las Vegas Review Journal. Inc — all reported plans
- Professional Case Management 401(K) Plan (plan 001)
- Act For Health Dba Professional Case Management — all reported plans
- Bixby Electric, Inc. Retirement Savings Plan (plan 002)
- Bixby Electric, Inc. — all reported plans
- Association Of The United States Army Inc Retirement Plan (plan 002)
- Assoc Of The United States Army Inc — all reported plans
- Crossroads Rhode Island 401k Retirement Plan (plan 002)
- Crossroads Rhode Island — all reported plans
- Tyto Athene LLC 401(K) Plan (plan 001)
- Tyto Athene LLC — all reported plans
- Aclaris Therapeutics Inc 401(K) Plan (plan 001)
- Aclaris Therapeutics Inc — all reported plans
- Winklevoss Consultants, Inc. Savings & Retirement Plan (plan 002)
- Winklevoss Consultants, Inc. — all reported plans
- Rancho Valencia Resort & Spa 401(K) Plan (plan 001)
- Rancho Valencia Resort Partners,LLC — all reported plans
- Ascent Industries Co. 401(K) Plan (plan 003)
- Danchem Technologies, Inc. — all reported plans
- Lightcast 401(K) Plan (plan 001)
- Economic Modeling, LLC — all reported plans
- Envision Aesc Us, LLC 401(K) Plan (plan 001)
- Envision Aesc Us, LLC — all reported plans
- Girl Scouts Of Western Ohio'S 401(K) Thrift Plan (plan 004)
- Girl Scouts Of Western Ohio — all reported plans
- Advanced Solutions International Inc. 401(K) Retirement Plan (plan 001)
- Advanced Solutions International Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources