Original filing (PDF)20250915152013NAL0000790371001

PIEDMONT UNIVERSITY

Name: PIEDMONT UNIVERSITY — PIEDMONT UNIVERSITY TAX DEFERRED RETIREMENT ANNUITY P, Form 5500 (2024)
Creator: PIEDMONT UNIVERSITY

Form 5500

FILING_RECEIVED

PIEDMONT UNIVERSITY TAX DEFERRED RETIREMENT ANNUITY P

403(b) retirement plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$44.1M

Net assets (EOY)

$44.1M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PIEDMONT UNIVERSITY.

Plan sponsor

Name

PIEDMONT UNIVERSITY

EIN

58-0566212

Address

PO BOX 10 · DEMOREST, GA · 305355252

Phone

(706) 778-3000

Industry

Educational Servicessee all

Plan administrator

Name

PENTEGRA SERVICES, INC.

EIN

13-3745616

City

WHITE PLAINS, NY

Phone

(800) 872-3473

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-15

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

PLANCHECK(S)CPA'S LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TEACHERS INS AND ANNUITY ASSOC.	13-1624203	NEW YORK, NY	RECORDKEEPER	$35K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SAGEVIEW ADVISORY GROUP	33-0818667	IRVINE, CA	ADVISOR	$14K	—

Accountant / Auditor

Name	EIN	Location	Relation

Investments

1 pooled fund· $849K(2% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Investment	Type	Current value	% of plan
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	$849K	1.9%

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