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H•• I•••••••••: investment consultant on the allocators graph | DFX Data Factory

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AllocatorsInvestment consultant

H•• I•••••••••

Allocators

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Search this name across graphsid dfx:al:abc4946a-fcf7-42b5-9776-d527290df593

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 10:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 6
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

P••• clients: 19Form 5500 Schedule C
Public clients: 0
Advisory clients: 7
Recommended commitments: 0derived
Latest client year end: Dec 31, 2025

P••• clients

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

P•••	Role	From	To	Current	Evidence
T•• W•••• A••••••• G•••• P•••••• P•••	actuary	Jan 1, 2025	Dec 31, 2025	no	fact
P•••••• R••••••••• P••• f•• t•• E•••••••• o• R••••• R•••••••• I••• a•• A••••••••• E••••••••	actuary	Sep 1, 2024	Aug 31, 2025	no	fact

Relationships

Advised by (19)

← T•• W•••• A••••••• G•••• P•••••• P•••Planactuary
Jan 1, 2025 to Dec 31, 2025factForm 5500
← G••••• S••••• D•••••• B•••••• P•••Planactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500
← L•••• I••••••••• R••••••••• I••••• P•••Planactuary
Jan 2, 2022 to Jan 1, 2023factForm 5500
← M••• M•••••• C•••••• R••••••••• P•••

Dated events

Occurred
Dec 31, 2024
Consultant changed
BCG Pension Risk appears on R••••••••• • B•••••• P••• o• G•••• S•••••••• I•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Consultant changed
BCG Pension Risk Consultants appears on G••••• P••••••• L• P•••••• P•••'s Schedule C as pension consultant (plan year 2024 vs 2023)
Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Consultant changed
BCG Pension Risk Consultants appears on G••••• M••••••• G•••• C•••• P•••••• P•••'s Schedule C as pension consultant (plan year 2024 vs 2023)
Form 5500

Provenance

Graph: Allocators
Canonical id: dfx:al:abc4946a-fcf7-42b5-9776-d527290df593
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 7 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.