AUMdb

Impact Tax Deferred Annuity Plan

Sponsored by Principles, Inc. · EIN 952769659 · Plan #001

Total assets
$8.9M
Net assets
$8.9M
Active participants
162
With balances
241

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

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

No linked investment advisers.

Service providers

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

No Schedule C on file for this plan year.