Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PARK PIEDMONT ADVISORS, LLC
EIN 06-1710971investment managementLatest filing 2025
Plans
3
Retirement
3
$15K assets
Welfare
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 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
PARK PIEDMONT ADVISORS, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$13K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PARK PIEDMONT ADVISORS, LLC SAVINGS PLAN
401k
Assets$2K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PARK PIEDMONT ADVISORS, LLC 401K PLAN
401k
Assets$426
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | PARK PIEDMONT ADVISORS, LLC DEFINED BENEFIT PLAN | TraditionalDB | $13K | 10 | 2025 | |
| 003 | PARK PIEDMONT ADVISORS, LLC SAVINGS PLAN | 401k | $2K | 2 | 2025 | |
| 002 | PARK PIEDMONT ADVISORS, LLC 401K PLAN | 401k | $426 | 8 | 2025 |
Retirement plans