Piedmont Healthcare Employees' 401 K Plan And Trust
Sponsored by Piedmont Healthcare, P.A. · EIN 561965983 · Plan #001
- Total assets
- $177M
- Net assets
- $177M
- Active participants
- 871
- With balances
- 1,305
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $149,350 |
| Empower Annuity Insurance Company | Recordkeeping, Custodial (securities), Participant loan processing | $48,943 |
| Carr, Riggs, & Ingram | Accounting, Direct payment from the plan | $19,000 |
| Gilliam Bell Moser Llp | Accounting, Direct payment from the plan | $11,000 |