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PIEDMONT SENIOR RESOURCES AREA AGENCY ON AGING, INC — 403(B)THRIFT PLAN FOR EMPLOYEES OF PIEDMONT SENIOR RESOURCES, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250402115253NAL0013269568001
PIEDMONT SENIOR RESOURCES AREA AGENCY ON AGING, INC
Form 5500-SF
FILING_RECEIVED
403(B)THRIFT PLAN FOR EMPLOYEES OF PIEDMONT SENIOR RESOURCES
401(k) retirement plan
Active participants
53
Accounts w/ balance
14
Plan assets (EOY)
$526K
Net assets (EOY)
$526K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PIEDMONT SENIOR RESOURCES AREA AGENCY ON AGING, INC
.
Find decision makers
Plan sponsor
Name
PIEDMONT SENIOR RESOURCES AREA AGENCY ON AGING, INC
EIN
54-1025127
Address
1413 SOUTH MAIN STREET · FARMVILLE, VA · 23901
Phone
(434) 767-5588
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
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CORINTHIAN YACHT CLUB, INC.
65
Knocking points off
Only 26% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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NG DB MT FIXED INCOME FUND
$13.0B
