AUMdb

The Piedmont Bank Section 401(k) Profit Sharing Plan

Sponsored by The Piedmont Bank · EIN 432114621 · Plan #001

Total assets
$10.0M
Net assets
$10.0M
Active participants
199
With balances
192

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Gba Retirement Services, Inc. Consulting (general), Direct payment from the plan $15,519
American Trust Company Contract administrator, Recordkeeping, Participant loan processing $12,517