Assets by plan
Share of aggregate retirement assets
Filings through .
Park Piedmont Advisors, LLC
EIN 06-1710971investment managementLatest filing 2025
Plans
3
Retirement
3
$15K assets
Health & Benefits
0
Participants
20
330 N. WABASH AVE., 23RD FL. - CHICAGO, IL 60611917-741-5450parkpiedmont.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $15K assets / 20 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
PARK PIEDMONT ADVISORS, LLC DEFINED BENEFIT PLAN
Traditional DB
Assets$13K
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
PARK PIEDMONT ADVISORS, LLC SAVINGS PLAN
401(k)
Assets$2K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
PARK PIEDMONT ADVISORS, LLC 401K PLAN
401(k)
Assets$426
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | PARK PIEDMONT ADVISORS, LLC DEFINED BENEFIT PLAN | Traditional DB | $13K | 10 | 2025 |
| #003 | PARK PIEDMONT ADVISORS, LLC SAVINGS PLAN | 401(k) | $2K | 2 | 2025 |
| #002 | PARK PIEDMONT ADVISORS, LLC 401K PLAN | 401(k) | $426 | 8 | 2025 |
- #004 · Traditional DB · 202510
- #003 · 401(k) · 20252
- #002 · 401(k) · 20258
Retirement plans