Ben Hill Griffin, Inc. Employees' Profit Sharing Plan And Trust Agreement
Sponsored by Ben Hill Griffin Inc · EIN 590585518 · Plan #001
- Total assets
- $34.3M
- Net assets
- $34.3M
- Active participants
- 128
- With balances
- 440
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sterling Capital Management Inc CRD 106822 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sterling Capital Management | Investment advisory (plan), Investment management, Investment management fees (direct) | $63,400 |
| Truist Financial Corporation | Trustee (institutional), Investment management fees (direct) | $35,864 |