Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
n/a
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PIEDMONT FINANCIAL PARTNERS.
Plan sponsor
Name
PIEDMONT FINANCIAL PARTNERS
EIN
58-2545400
Address
2901 REYNOLDS WALK TRAIL, SUITE 202 · GREENSBORO, GA · 30642
Phone
(706) 467-1300
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Name
RACHEL MOSELY
EIN
61-1927403
City
MACON, GA
Phone
(800) 342-1192
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-08-01
Tax period
2025-07-31
Filed
2026-02-20
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
