Family Service Of The Piedmont, Inc. Retirement Plan
Sponsored by Family Service Of The Piedmont, Inc. · EIN 562061741 · Plan #002
- Total assets
- $2.9M
- Net assets
- $2.9M
- Active participants
- 131
- With balances
- 196
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mma Securities Llc | Investment advisory (plan) | $15,000 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $5,796 |
| Empower Advisory Group, Llc | Investment management | $250 |