Not an allocator
This firm's name, 2 more advisory clients, 136 more Schedule C rows and 31 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.
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Advisory clients
- Swartz Campbell LLC Retirement Plan Investment adviser (plan)through Dec 13, 2023 Form 5500
- Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P. C Cash Balance Plan Investment adviser (plan)through Apr 1, 2023 Form 5500
- Pension Plan for the Employees of Ennis, Inc. Investment adviser (plan)through Feb 28, 2023 Form 5500
+2 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
- Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan Trusteethrough Dec 31, 2024
- Chadbourne & Parke LLP Pension Plan and Trust Agreement Trusteethrough Dec 31, 2022
Schedule C rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Liuna Staff and Affiliates Pension Fund | 2025 | 28 51 | NONE | $241,020 |
| Liuna National (industrial) Pension Fund | 2025 | 28 51 | NONE | $238,308 |
| Central Iowa Carpenters Pension Plan | 2025 | 28 51 | $6,652 |
+136 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
- Dec 31, 2024Manager relationship endedinferenceRetirement Plan for Employees of the Uniontown Hospitalwith this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
+31 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.