Sponsor portfolio
PRINCIPLED WEALTH ADVISORS, LLC
EIN 20-1915329financial servicesLatest filing 2025
Plans
2
Retirement
1
$870K assets
Welfare
1
Participants
10
100 E. RIVERCENTER BOULEVARD, SUITE 810 - COVINGTON, KY 41011859-957-2737principledwealth.netLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#333
PRINCIPLED WEALTH ADVISORS 401(K) PROFIT SHARING PLAN
401k
Assets$870K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PRINCIPLED WEALTH ADVISORS LLC CBS BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 333 | PRINCIPLED WEALTH ADVISORS 401(K) PROFIT SHARING PLAN | 401k | $870K | 6 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PRINCIPLED WEALTH ADVISORS LLC CBS BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans