Principal Cash Balance Plan
Sponsored by Principal Financial Group, Inc. · EIN 421520346 · Plan #005
- Total assets
- $1.5B
- Net assets
- $1.5B
- Active participants
- 12,410
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Aksia Llc CRD 143422 | deterministic · 100% | 2024 |
| Principal Global Investors, Llc CRD 109002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Global Investors Llc | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $6,197,860 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $2,198,786 |
| State Street | Other services, Consulting fees | $1,156,265 |
| Aksia | Investment advisory (plan), Investment management fees (direct) | $21,010 |
| Idc | Other services, Other fees | $11,616 |