Filings through .
Principal Custody Solutions
Matched across 7 name variants in the filings
Principal Custody Solutions at a glance
Principal Custody Solutions appears on 115 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $20.3B in assets for 228,709 participants. The median client plan holds $84.2M. Most client plans are sponsored in CA, CT and IL. The largest clients by plan assets are Board of Trustees, Nysa-Ila Pension Trust Fund and Plan, Evapco, Inc. and Securian Financial Group, Inc.. Plans reported $9.5M in direct and indirect compensation paid to Principal Custody Solutions, a median of $38K per plan.
- Participants
- 228,709
- Median plan assets
- $84.2M
- Median plan participants
- 987
- Median fees per plan
- $38K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
Top client states
- CA16 plans
- CT8 plans
- IL8 plans
- NY8 plans
- PA8 plans
Frequently asked questions
- Who uses Principal Custody Solutions?
- 115 retirement plans list Principal Custody Solutions as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees, Nysa-Ila Pension Trust Fund and Plan, Evapco, Inc., Securian Financial Group, Inc., Board of Trustees Retirement Plan for Hospital Employees and Western Connecticut Health Network, Inc.. Most client plans are sponsored in CA, CT and IL.
- How many plans does Principal Custody Solutions serve?
- Principal Custody Solutions serves 115 retirement plans with $20.3B in plan assets and 228,709 participants, based on the latest Form 5500 filings through 2024.
- What does Principal Custody Solutions charge?
- Plans reported $9.5M in total Schedule C compensation paid to Principal Custody Solutions. The median plan paid $38K. Fees vary with plan size and the services each plan buys.
Market position · 2024
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Fund lineups on plans this firm keeps
Large plans that name Principal Custody Solutions as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Allspring | 5 |
| BlackRock | 4 |
| State Street (SSgA) | 3 |
| SEI | 2 |
| Fidelity (FMR) | 2 |
Target-date series
None.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.