PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PRINCIPAL DELIVERY LLC
Sponsor portfolio

PRINCIPAL DELIVERY LLC

EIN 84-2290811-Transportation and Warehousing-Latest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
80
3900 HAVERHILL ROAD, SUITE 222421 - WEST PALM BEACH, FL 33417484-680-9004
Plans on this EIN
2 filings
#002CashBalance-$1.0M - 28 part#001401k-$832K - 52 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 80 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • CASH BALANCE PLAN (#002)55%
  • PRINCIPAL DELIVERY 401(K) (#001)45%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PRINCIPAL DELIVERY 401(K) (#001)52
  • CASH BALANCE PLAN (#002)28
Total 80Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PRINCIPAL DELIVERY CASH BALANCE PLAN

CashBalance

Assets$1.0M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PRINCIPAL DELIVERY 401(K) PLAN

401k

Assets$832K
Participants52
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PRINCIPAL DELIVERY CASH BALANCE PLANCashBalance$1.0M282024
001PRINCIPAL DELIVERY 401(K) PLAN401k$832K522024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica