Piedmont Health Services, Inc. Retirement Plan
Sponsored by Piedmont Health Services, Inc · EIN 560952737 · Plan #001 · Chapel Hill, NC
- Total assets
- $43.2M
- Net assets
- $43.2M
- Active participants
- 604
- With balances
- 820
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| 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 | $123,621 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $106,425 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |