Plan Ledger DOL Form 5500 · updated monthly

Piedmont University403(b)

PIEDMONT UNIVERSITY TAX DEFERRED RETIREMENT ANNUITY P · DEMOREST, GA · plan year 2024

Reported admin expense ratio · 2024
0.12%

Piedmont University reported $50,971 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.38% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 511th-largest of 2,160 plans among Georgia employers on file, and the 1,011th of 3,091 in educational services. In 2024, employees put in $1.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$44,103,748
Participants with balances—
Active participants—
Employer contributions$527,090
Employee contributions$993,848
Employer contribution per active participant—
Average account balance—
Benefits paid to participants$5,748,131
Plan auditUnmodified (clean) audit opinion
AuditorPLANCHECK(S)CPA'S LLC
Plan history3
Yearassets · accounts · employer contribution
2024$44.1M · $527K emplr
2023$43.2M · 658 accts · $556K emplr
2022$39.8M · 735 accts · $855K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,971
Total administrative$50,971
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
TEACHERS INS AND ANNUITY ASSOC. · Recordkeeping$35,363
SAGEVIEW ADVISORY GROUP · Investment advisory (plan)$13,500
PLANCHEC(K) CPAS · Accounting / audit$10,500

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024TEACHERS INS AND ANNUITY ASSOC.
2023TEACHERS INS AND ANNUITY ASSOC.

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$50,971 · 0.12%
2023$154,739 · 0.37%
2022$165,402 · 0.38%
Same employer
Similar plansEducational Services · Georgia
Wesleyan School, Inc. GA$58.8M · 0.13%
Darlington School GA$43.3M · 0.16%
Oglethorpe University GA$41.4M · 0.12%
Life University, Inc. GA$41.0M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 580566212 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.