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  2. PIEDMONT TECHNICAL SALES-CAROLINAS, INC.
Sponsor portfolio

PIEDMONT TECHNICAL SALES-CAROLINAS, INC.

EIN 56-1984625-machinery-Latest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
17
1619 MONTFORD DR - CHARLOTTE, NC 28209704-519-4661automationreps.comLinkedIn1-10 employeesmachinery
Plans on this EIN
2 filings
#001401k-$1.9M - 9 part#002CashBalance-$210K - 8 part

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 17 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • PLAN AND TRUST (#001)90%
  • CASH BALANCE PLAN (#002)10%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)9
  • CASH BALANCE PLAN (#002)8
Total 17Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PIEDMONT TECHNICAL SALES - CAROLINAS, INC. PROFIT SHARING PLAN AND TRUST

401k

Assets$1.9M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PIEDMONT TECHNICAL SALES-CAROLINAS, INC. CASH BALANCE PLAN

CashBalance

Assets$210K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PIEDMONT TECHNICAL SALES - CAROLINAS, INC. PROFIT SHARING PLAN AND TRUST401k$1.9M92025
002PIEDMONT TECHNICAL SALES-CAROLINAS, INC. CASH BALANCE PLANCashBalance$210K82025
Retirement plans
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