Erisa Advisory Group
unclassified
Find My Intro Path
unclassified
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
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
2 allocators
- Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada General consultantthrough Dec 31, 2024 Form 5500
- Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund General consultantthrough Mar 31, 2024 Form 5500
Schedule C rows
2 rows, $29,708 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada | 2024 | 16 | NONE | $17,375 |
| Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund | 2023 | 16 50 | NONE | $12,333 |
What changed
- Dec 31, 2024Consultant changedinferenceSouthern California Ufcw Unions and Food Employers Joint Pension Trust FundErisa Advisory Group no longer appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as general consultant (plan year 2024 vs 2023)with Erisa Advisory Groupaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceSheet Metal Workers' Pension Plan of Southern California Arizona and NevadaErisa Advisory Group appears on Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada's Schedule C as general consultant (plan year 2024 vs 2023)with Erisa Advisory Groupaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceSouthern California Ufcw Unions and Food Employers Joint Pension Trust FundErisa Advisory Group appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as general consultant (plan year 2023 vs 2022)with Erisa Advisory Groupaskebsa.dol.gov