Southern Farm Bureau Life Insurance Company Retirement Plan
Sponsored by Southern Farm Bureau Life Insurance Company · EIN 640283583 · Plan #001
- Total assets
- $222M
- Net assets
- $221M
- Active participants
- 578
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Metropolitan West Asset Management Llc CRD 104571 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| New England Pension Consultants | Consulting (pension), Direct payment from the plan | $163,227 |
| Metropolitan West Asset Mgmt, Llc | Investment management, Investment management fees (direct) | $138,952 |
| The Northern Trust Company | Trustee (directed) | $43,785 |