Plan Snapshot
- Plan Sponsor: Piedmont Healthcare, INC.
- Sponsor EIN: 581503902
- Sponsor Address: 1800 HOWELL MILL ROAD, SUITE 325, ATLANTA, GA, 30318
- Plan Type: 401(k)
- Total Participants: 35,819
- Total Assets: $2.9B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 35,819 | $2.9B | $107.4M | $180.4M |
| 2023 | 33,958 | $2.4B | $98.1M | $164.7M |
| 2022 | 27,877 | $1.8B | $81.3M | $135.6M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $1,628,635 | — | $1,628,635 |
| AON INVESTMENTS USA INC. | INVESTMENT ADVISOR | $128,116 | — | $128,116 |
| FRAZIER & DEETER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- FRAZIER & DEETER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,756,751
- Estimated Expense Ratio: 0.061% 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 | $1,776,005 | $128,116 | $1,800 | — | — |
| 2023 | $1,984,301 | $78,611 | $4,800 | — | — |
| 2022 | $1,828,734 | — | — | — | — |