Plan Snapshot
- Plan Sponsor: Piedmont Access To Health Services, INC.
- Sponsor EIN: 542026502
- Sponsor Address: 705 MAIN ST, DANVILLE, VA, 245411803
- Plan Type: 403(b)
- Total Participants: 335
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 335 | $9.3M | $442,454 | $1.1M |
| 2023 | 318 | $6.8M | $380,474 | $917,731 |
| 2022 | 277 | $4.7M | $251,754 | $590,906 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ROBINSON FARMER COX ASSOCIATES, PLL | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROBINSON FARMER COX ASSOCIATES, PLL — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $61,209 | $30,512 | $30,697 | — | — |
| 2023 | $54,110 | $33,933 | $20,177 | — | — |
| 2022 | $10,684 | — | $10,684 | — | — |