Cullen Profit Sharing Plan And Trust
Sponsored by J.P. Cullen & Sons, Inc. · EIN 391367756 · Plan #001
- Total assets
- $35.9M
- Net assets
- $35.9M
- Active participants
- 208
- With balances
- 236
Plan year beginning 04/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Robert W. Baird & Co., Inc. | Investment advisory (plan), Other services, Consulting (general) | $98,318 |
| Clarion Lion Properties Fund, Lp | Investment management, Investment management fees (direct) | $8,145 |