Retirement Plan For Employees Of Ben E. Keith Company And Its Affiliates
Sponsored by Ben E. Keith Company · EIN 750372230 · Plan #001
- Total assets
- $442M
- Net assets
- $442M
- Active participants
- 2,334
- 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 |
|---|---|---|
| Aon Investments Usa Inc. CRD 105596 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Investments Usa Inc | Investment advisory (plan), Direct payment from the plan | $444,050 |
| Aon Consulting | Actuarial, Recordkeeping, Direct payment from the plan | $423,600 |
| Willis Towers Watson | Actuarial, Direct payment from the plan | $213,619 |
| Northern Trust Company | Trustee (institutional), Investment management, Direct payment from the plan | $157,074 |
| Parametric | Investment management, Investment management fees (direct) | $146,005 |
| J.P. Morgan Chase | Investment advisory (plan), Investment management fees (direct) | $143,665 |
| Whitley Penn, Llp | Accounting, Direct payment from the plan | $42,695 |
| State Street Research & Mgmt Co | Investment management, Investment management fees (direct) | $15,145 |