Piedmont University Tax Deferred Retirement Annuity P
Sponsored by Piedmont University · EIN 580566212 · Plan #001 · Demorest, GA
- Total assets
- $44.1M
- Net assets
- $44.1M
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024 · Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Teachers Ins And Annuity Assoc. | Recordkeeping | $35,363 |
| Sageview Advisory Group | Investment advisory (plan) | $13,500 |
| Planchec(k) Cpas | Accounting | $10,500 |