AUMdb

Piedmont Plastics 401(k) Profit Sharing Plan

Sponsored by Piedmont Plastics, Inc. · EIN 561386156 · Plan #002

Total assets
$60.0M
Net assets
$60.0M
Active participants
575
With balances
657

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

Linked investment advisers

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

Firm Match Plan year
Creative Planning, Llc CRD 105348 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $85,075
Creative Planning Llc Investment advisory (plan) $44,983
Empower Advisory Group, Llc Investment management $31,957