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
    WA · 1 plan(s)
  2. 2
    NJ · 1 plan(s)
  3. 3
    NJ · 1 plan(s)
  4. 4
    NJ · 1 plan(s)
  5. 5
  6. 6
    LA · 2 plan(s)
  7. 7
    NJ · 1 plan(s)
  8. 8
    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)

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Dicks Drive-Ins Ltd., LpDick'S Drive- Ins 401(K) Plan2023$39,932$0
Zenith Energy Terminals HoldingsZenith Energy Terminals Holdings LLC 401(K) Plan2023$27,737$0
Designer Greetings IncDesigner Greetings Inc. 401k Plan2023$25,384not reported in the loaded dataset
Ixp CorporationIxp Corporation 401(K) Salary Reduction Plan2023$24,526$0
The Arc Of Somerset County, IncThe Arc Of Somerset County, Inc Retirement Plan2023$21,581$0
Sunshine Bouquet CompanySunshine Bouquet Company 401(K) Plan2023$15,709$0
Dicks Drive-Ins Ltd., LpDick'S Drive- Ins 401(K) Plan2023$13,019$0
Metropolitan Golf Group, LLCMetropolitan Golf Group, LLC 401(K) Ps Plan And Trust2023$11,820$0
Ronpak, Inc.Ronpak 401k Profit Sharing Plan2023$11,581$0
Ronpak, Inc.Ronpak Union Employees 401(K) Profit Sharing Plan2023$9,383$0
Ixp CorporationIxp Corporation 401(K) Salary Reduction Plan2023$7,772$0
Designer Greetings IncDesigner Greetings Inc. 401k Plan2023$7,754not reported in the loaded dataset
The Arc Of Somerset County, IncThe Arc Of Somerset County, Inc Retirement Plan2023$7,065$0

Related Form 5500 pages