AUMdb

Piedmont Healthcare, Inc. Consolidated Retirement Plan

Sponsored by Piedmont Healthcare, Inc. · EIN 581503902 · Plan #004

Total assets
$1.3M
Net assets
$1.3M
Active participants
0
With balances
0

Plan year beginning 07/01/2024

Linked investment advisers

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

Firm Match Plan year
Pacific Investment Management Company Llc CRD 104559 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Aon Consulting, Inc. Consulting (general), Direct payment from the plan, Account maintenance fees $2,672,897
Aon Investments Usa Inc Consulting (general), Direct payment from the plan $324,375
The Bank Of New York Mellon Custodial (other), Direct payment from the plan, Shareholder servicing fees $129,315
Cannon Financial Services Consulting (general), Direct payment from the plan $106,265
Pacific Investment Management Investment management, Direct payment from the plan $102,195
Legal And General Investment Investment management, Direct payment from the plan, Investment management fees (direct) $79,152
Smith Gambrell & Russell Llp Legal, Direct payment from the plan $37,571