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AllocatorsInvestment consultantinvestment consultant

NEW England Retirement Consultants

Allocators

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:4b27a712-92f5-4a6c-a04f-dbae95718327

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 1:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 2
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

NEW ENGLAND RETIREMENT CONSULTANTS, LLC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Plan clients: 2Form 5500 Schedule C
Public clients: 0
Advisory clients: 1
Institutional RAUM: $2.1BForm ADV
Discretionary RAUM: $113M
Pension plan clients (ADV): 14
Recommended commitments: 0derived
Latest client year end: Dec 31, 2023
CRD: 141573

Plan clients

plans naming this consultant on Form 5500 Schedule C or in their own reports

Plan	Role	From	To	Current	Evidence
Wise Foods Pension Plan	Investment adviser	Jan 1, 2023	Dec 31, 2023	no	fact
Springfield Hospital Pension Plan	actuary	Oct 1, 2022	Sep 30, 2023	no	fact

Relationships

Advised by (2)

← Springfield Hospital Pension PlanPlanactuary
Oct 1, 2022 to Sep 30, 2023factForm 5500
← Wise Foods Pension PlanPlanInvestment adviser
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

Occurred
Dec 31, 2024
Consultant changed
New England Retirement Consultants no longer appears on Wise Foods Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Consultant changed
New England Retirement Consultants appears on Wise Foods Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Form 5500observed 5 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:4b27a712-92f5-4a6c-a04f-dbae95718327
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NEW England Retirement Consultants

Allocators

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:4b27a712-92f5-4a6c-a04f-dbae95718327

Plan

Role

From

Current

Evidence

Wise Foods Pension Plan

Investment adviser

Jan 1, 2023

Dec 31, 2023

fact

Springfield Hospital Pension Plan

actuary

Oct 1, 2022

Sep 30, 2023

fact