Principal Asset Management — 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 Asset Management is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $845,460 and reported indirect compensation totals $90,990.
Reported compensation summary
- Reported direct compensation
- $845,460
- Reported indirect compensation
- $90,990
- Total reported compensation
- $936,450
- Filings
- 5
- Plan sponsors
- 5
- Plans
- 5
- 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 |
|---|---|---|---|
| Joint Board Of Trustees, Bakery & Confectionery Union & Industry | MD | 1 | $462,935 |
| Jpmorgan Chase Bank, National Association | NJ | 1 | $239,199 |
| Merchant & Gould P.C. | MN | 1 | $143,807 |
| Citigroup Inc. | CT | 1 | $90,509 |
| D & H Corporate Group Inc. | PA | 1 | $0 |
State footprint
Plans reporting Principal Asset Management are sponsored in CT (1), MD (1), MN (1), NJ (1), PA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Joint Board Of Trustees, Bakery & Confectionery Union & Industry | Bakery & Confectionery Union & Industry International Pension Fund | 2023 | $462,935 | $0 |
| Jpmorgan Chase Bank, National Association | Jpmorgan Chase Retirement Plan | 2023 | $148,209 | $90,990 |
| Merchant & Gould P.C. | Merchant & Gould P.C. Pension Plan | 2023 | $143,807 | not reported in the loaded dataset |
| Citigroup Inc. | The Citigroup Pension Plan | 2023 | $90,509 | $0 |
| D & H Corporate Group Inc. | D & H Employee Stock Ownership Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Bakery & Confectionery Union & Industry International Pension Fund (plan 001)
- Joint Board Of Trustees, Bakery & Confectionery Union & Industry — all reported plans
- Jpmorgan Chase Retirement Plan (plan 001)
- Jpmorgan Chase Bank, National Association — all reported plans
- Merchant & Gould P.C. Pension Plan (plan 003)
- Merchant & Gould P.C. — all reported plans
- The Citigroup Pension Plan (plan 020)
- Citigroup Inc. — all reported plans
- D & H Employee Stock Ownership Plan (plan 002)
- D & H Corporate Group Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources