AUMdb

Princess Cruises Retirement Savings Plan

Sponsored by Princess Cruise Lines, Ltd. · EIN 980215899 · Plan #002

Total assets
$353M
Net assets
$353M
Active participants
2,323
With balances
2,226

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Ubs Financial Services Inc. CRD 8174 fuzzy_auto · 98% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $178,117
Winston & Strawn Llp Legal, Direct payment from the plan $33,418
Usi Consulting Group Contract administrator, Direct payment from the plan $27,100
Sweeney Conrad, P.S. Accounting, Direct payment from the plan $24,696
Ubs Financial Services I Investment advisory (plan), Direct payment from the plan $16,250