This firm's name, 3 more advisory clients, 7 more Schedule C rows and 2 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.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Investment consultant
- Iron Workers' Local No. 25 Pension Fund General consultantthrough Apr 30, 2025 Form 5500
- Teamsters Local 11 Pension Fund General consultantthrough Dec 31, 2023 Form 5500
- Local 805 Pension & Retirement Fund General consultantthrough Mar 31, 2023 Form 5500
+3 more advisory clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| IAM National Pension Fund | 2024 | 16 50 | NONE | $525,385 |
| Iron Workers' Local No. 25 Pension Fund | 2024 | 16 50 | NONE KNOWN | $28,611 |
| IAM National Pension Fund | 2023 | 16 50 | NONE | $416,002 |
+7 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.