# Piedmont Access To Health Services, INC. 403(b) Plan
Source: https://planprovider.pro/companies/piedmont-access-to-health-services-inc-403b-plan

> Piedmont Access To Health Services, INC.'s 403(b) plan: 335 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$30,697|—|$30,697|

| FIRST CITIZENS BANK AND TRUST COMPA|INVESTMENT ADVISORY|$30,512|$6|$30,518|

| 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](https://planprovider.pro/provider/robinson-farmer-cox-associates) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $61,215

- **Estimated Expense Ratio:** 0.660% of plan assets

### 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/piedmont-access-to-health-services-inc-403b-plan)

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