Plan Snapshot
- Plan Sponsor: Piedmont University
- Sponsor EIN: 580566212
- Sponsor Address: PO BOX 10, DEMOREST, GA, 305355252
- Plan Type: 403(b)
- Total Participants: 668
- Total Assets: $44.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 668 | $44.1M | $527,090 | $993,848 |
| 2023 | 284 | $43.2M | $556,179 | $1.1M |
| 2022 | 315 | $39.8M | $855,426 | $1.2M |
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 |
|---|---|---|---|---|
| TEACHERS INS AND ANNUITY ASSOC. | Recordkeeper | $35,363 | — | $35,363 |
| SAGEVIEW ADVISORY GROUP | Investment Advisor | $13,500 | — | $13,500 |
| PLANCHEC(K) CPAS | Auditor | $10,500 | — | $10,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEACHERS INS AND ANNUITY ASSOC. — Recordkeeper
- SAGEVIEW ADVISORY GROUP — Investment Advisor
- PLANCHEC(K) CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,363
- Estimated Expense Ratio: 0.135% 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 | $50,971 | — | $50,971 | — | — |
| 2023 | $154,739 | — | $52,802 | $686 | — |
| 2022 | $165,402 | — | $165,402 | — | — |