Hospice Of The Piedmont, Inc. Matching Thrift Plan
Sponsored by Hospice Of The Piedmont, Inc. · EIN 581453827 · Plan #001
- Total assets
- $13.5M
- Net assets
- $13.5M
- Active participants
- 213
- With balances
- 315
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Guardian Wealth Partners, Llc CRD 310203 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Valic Retirement Service Company | Custodial (securities), Investment advisory (participants), Investment management | $68,342 |
| Guardian Wealth Partners | Investment advisory (plan), Direct payment from the plan | $8,500 |