Investment consultant
This firm's name, 23 more advisory clients, 27 more other clients, 153 more Schedule C rows and 33 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
7 days of DFX Intelligence free, then $199/month unless canceled.
Advisory clients
- Seyfarth Shaw LLP Legacy Pension Plan Pension consultantthrough Dec 31, 2025 Form 5500
- Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute Pension consultantthrough Jun 30, 2025 Form 5500
- Minneapolis Retail Meat Cutters and Food Handlers Pension Fund Pension consultantthrough Feb 28, 2025 Form 5500
+23 more advisory clients
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
Other roles
- Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc. Actuarythrough Dec 31, 2025
- NEW England Aquarium Corporation Pension Plan Actuarythrough Dec 31, 2025
- Cowles Company Retirement Plan Actuarythrough Sep 16, 2025
+27 more clients
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
Schedule C rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc. | 2025 | 11 15 27 28 50 | NONE | $104,174 |
| Cowles Company Retirement Plan | 2025 | 11 50 | ACTUARY | $92,768 |
| NEW England Aquarium Corporation Pension Plan | 2025 | 11 51 | NONE | $81,001 |
+153 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
What changed
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencePension Plan of the Pacific Northwest Laboratories Battelle Memorial Institutewith this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
+33 more dated events
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.