AUMdb

Piedmont National Corporation 401(k) Retirement Plan

Sponsored by Piedmont National Corporation · EIN 580707747 · Plan #001

Total assets
$49.5M
Net assets
$49.5M
Active participants
271
With balances
312

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

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
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $65,527
Bank Of America Na Investment advisory (plan) $62,351
Birnbrey Minsk Minsk And Perling Accounting $25,400
Futureplan By Ascensus Recordkeeping, Participant loan processing, Recordkeeping fees $1,305
Transamerica Trust Company Trustee (institutional) $167