Principle 401(k) Plan: Login, Facts & Contact Information

Principle 401(k) Plan Facts

Plan name
PRINCIPLE 401(K) PLAN
Plan type
401(k) with employer contributions
Plan sponsor
PRINCIPLE
Participants
529 (416 active employees)
Former employees with a balance
92
Plan assets
$12,142,810 at Dec 31, 2024
Average account balance
$25,946 across 468 accounts
Employer contributions
$208,852 in plan year 2024 (12% of all contributions)
Recordkeeper
Empower Annuity Insurance Company O
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jun 1, 2017
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window— Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 23, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.74 million went into the plan in contributions, $208,852 of it from the employer (12%).
  • $1.25 million was paid out to participants.
  • Investment and other income added $1.40 million.
  • Administrative expenses were $66,080, about $141 per account.

How the Principle 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019591$5.89 million$184,725$820,232
2020449$7.44 million$143,212$857,277
2021460$9.23 million$148,071$770,393
2022462$7.99 million$197,363$968,050
2023495$10.3 million$186,261$740,247
2024529$12.1 million$208,852$1.25 million

Principle 401(k) Contact Information

Phone
210-886-8485
Mailing address
153 TREELINE PARK SUITE 100, SAN ANTONIO TX 78209
Plan sponsor
PRINCIPLE
Employer identification number (EIN)
46-5664401
Plan number
001

Questions about the Principle 401(k)

Does Principle contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $208,852, 12% of all contributions.

Does the Principle 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Principle 401(k) plan?

529 participants at the start of plan year 2024, 416 of them active employees, and 92 former employees who still had money in the plan.

What is the average 401(k) balance at Principle?

About $25,946 per account: $12.1 million in plan assets across 468 accounts with a balance at the end of plan year 2024.

Who manages the Principle 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY O) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Principle. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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