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  2. Principle Company, LLC

Filings through Oct 24, 2026.

Principle Company, LLC

EIN 88-3751655-internet-Latest filing 2025
Plans
1
Retirement
1
$5.2M assets
Health & Benefits
0
Participants
36
18575 JAMBOREE ROAD, SUITE 400 - IRVINE, CA 92612949-622-7200futureprinciple.comLinkedIn1-10 employeesinternet
Plans on this EIN
1 filing
#001401(k)-$5.2M - 36 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

DUPREE JACOB AND ASSOCIATES 401(K) PLAN

401(k)

Assets$5.2M
Participants36
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001DUPREE JACOB AND ASSOCIATES 401(K) PLAN401(k)$5.2M362025
  • DUPREE JACOB AND ASSOCIATES 401(K) PLAN$5.2M
    #001 · 401(k) · 202536
Retirement plans
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