This firm's name, 6 more advisory clients, 17 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
- National Electrical Benefit Fund General consultantthrough Dec 31, 2025 Form 5500
- Xerox Corporation Retirement Income Guarantee Plan General consultantthrough Nov 30, 2024 Form 5500
- Central Pension Fund of the Iuoe & Participating Employers Investment adviser (plan)through Jan 31, 2023 Form 5500
+6 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 |
|---|---|---|---|---|
| National Electrical Benefit Fund | 2025 | 16 49 50 | NONE | $25,139 |
| Central Pension Fund of the Iuoe & Participating Employers | 2024 | 27 | NONE | $33,417 |
| Exelon Corporation Retirement Program | 2024 | 16 70 | CONSULTANT | $32,400 |
+17 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.