Plan5500

Principled Advisors, Inc. — 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, Principled Advisors, Inc. is reported as a service provider on 13 loaded Form 5500 filing(s) across 8 plan sponsor(s) and 9 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $223,263 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$223.3KDirect + indirect, across loaded filings$223,263
Plans served9
Plan sponsors8
Filings13
Direct vs. indirect compensation
Direct compensation$223.3K
Indirect compensation$0

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 sponsor share of compensation24%Dicks Drive-Ins Ltd., Lp
Top state share of plans67%NJ
Plan sponsors served8
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Principled Advisors, Inc.. Bars show relative scale.

  1. 1
    Dicks Drive-Ins Ltd., Lp$53K
    WA · 1 plan(s)
  2. 2
    Designer Greetings Inc$33.1K
    NJ · 1 plan(s)
  3. 3
    Ixp Corporation$32.3K
    NJ · 1 plan(s)
  4. 4
    The Arc Of Somerset County, Inc$28.6K
    NJ · 1 plan(s)
  5. 5
    Zenith Energy Terminals Holdings$27.7K
    NJ · 1 plan(s)
  6. 6
    Ronpak, Inc.$21K
    LA · 2 plan(s)
  7. 7
    Sunshine Bouquet Company$15.7K
    NJ · 1 plan(s)
  8. 8
    Metropolitan Golf Group, LLC$11.8K
    NJ · 1 plan(s)
Geographic reach

State footprint

States where plans reporting Principled Advisors, Inc. are sponsored, by plan count.

  1. 1
    NJ6 plan(s)
  2. 2
    LA2 plan(s)
  3. 3
    WA1 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
    Dick'S Drive- Ins 401(K) Plan$39.9K
    Dicks Drive-Ins Ltd., Lp, WA · Direct $39.9K · Indirect $0 · 2023
  2. 2
    Zenith Energy Terminals Holdings LLC 401(K) Plan$27.7K
    Zenith Energy Terminals Holdings, NJ · Direct $27.7K · Indirect $0 · 2023
  3. 3
    Designer Greetings Inc. 401k Plan$25.4K
    Designer Greetings Inc, NJ · Direct $25.4K · 2023
  4. 4
    Ixp Corporation 401(K) Salary Reduction Plan$24.5K
    Ixp Corporation, NJ · Direct $24.5K · Indirect $0 · 2023
  5. 5
    The Arc Of Somerset County, Inc Retirement Plan$21.6K
    The Arc Of Somerset County, Inc, NJ · Direct $21.6K · Indirect $0 · 2023
  6. 6
    Sunshine Bouquet Company 401(K) Plan$15.7K
    Sunshine Bouquet Company, NJ · Direct $15.7K · Indirect $0 · 2023
  7. 7
    Dick'S Drive- Ins 401(K) Plan$13K
    Dicks Drive-Ins Ltd., Lp, WA · Direct $13K · Indirect $0 · 2023
  8. 8
    Metropolitan Golf Group, LLC 401(K) Ps Plan And Trust$11.8K
    Metropolitan Golf Group, LLC, NJ · Direct $11.8K · Indirect $0 · 2023
  9. 9
    Ronpak 401k Profit Sharing Plan$11.6K
    Ronpak, Inc., LA · Direct $11.6K · Indirect $0 · 2023
  10. 10
    Ronpak Union Employees 401(K) Profit Sharing Plan$9.4K
    Ronpak, Inc., LA · Direct $9.4K · Indirect $0 · 2023
  11. 11
    Ixp Corporation 401(K) Salary Reduction Plan$7.8K
    Ixp Corporation, NJ · Direct $7.8K · Indirect $0 · 2023
  12. 12
    Designer Greetings Inc. 401k Plan$7.8K
    Designer Greetings Inc, NJ · Direct $7.8K · 2023
  13. 13
    The Arc Of Somerset County, Inc Retirement Plan$7.1K
    The Arc Of Somerset County, Inc, NJ · Direct $7.1K · Indirect $0 · 2023

Related Form 5500 pages