Profit Sharing Retirement Plan Of Piedmont Federal Savings Bank
Sponsored by Piedmont Federal Savings Bank · EIN 560358476 · Plan #001
- Total assets
- $20.1M
- Net assets
- $20.1M
- Active participants
- 124
- With balances
- 177
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fund Direct Advisors Inc. CRD 155363 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stanley Benefit Services, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $33,704 |
| Fund Direct Advisors | Investment advisory (plan), Participant communication, Direct payment from the plan | $20,370 |