This firm's name and 3 more Schedule C rows

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Investment consultant in Illinois

unclassified· IL

unclassified

This firm's name and 3 more Schedule C rows

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

n/a

Item 5.D

ADV institutional RAUM

Not disclosed

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

Not disclosed

Item 5.F

Advisory clients

1 allocator

DO IT Best Corp. Restated Retirement Plan Investment adviser (plan)through Jun 30, 2025 Form 5500

6 rows, $849,113 direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Oncor Retirement Plan	2024	28 51	INV MGMT	$295,300
Hecla Mining Company Restated Retirement Plan	2024	28	NONE	$54,009
The Bank of Tokyo-Mitsubishi Ufj, Ltd. Cash Balance Pension Plan	2024	28 51	NONE	$45,924

+3 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Dec 31, 2024Consultant changedinferenceDO IT Best Corp. Restated Retirement Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceMattel Cash Balance Plan
with this firmaskebsa.dol.gov
Dec 31, 2023Manager relationship startedOncor Retirement Plan
with this firmaskebsa.dol.gov
Dec 31, 2023Manager relationship startedMattel Cash Balance Plan
with this firmaskebsa.dol.gov