AUMdb

Piedmont 401(k) Plan

Sponsored by Piedmont Office Realty Trust Inc · EIN 582328421 · Plan #001

Total assets
$60.3M
Net assets
$60.3M
Active participants
148
With balances
188

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
Mma Securities Llc CRD 44254 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $128,032
Pension Financial Services, Inc. Contract administrator, Other services, Direct payment from the plan $75
Mma Securites Llc Investment advisory (plan), Other fees $0