This firm's name, 4 more advisory clients, 4 more Schedule C rows and 3 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 in Massachusetts
- Ward Manufacturing, LLC Pension Plan Pension consultantthrough Sep 30, 2025 Form 5500
- Denkai America Employees' Pension Plan Pension consultantthrough Mar 31, 2025 Form 5500
- Tempel Employees Pension Plan Pension consultantthrough Dec 31, 2024 Form 5500
+4 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 |
|---|---|---|---|---|
| Tempel Employees Pension Plan | 2024 | 17 | NONE | $270,418 |
| Ward Manufacturing, LLC Pension Plan | 2024 | 17 50 | NONE | $166,000 |
| Anywhere Real Estate Group LLC Pension Plan | 2024 | 17 | NONE | $35,000 |
+4 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
+3 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.