This firm's name, 8 more advisory clients, 472 more other clients, 397 more Schedule C rows and 35 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
- The Risk Management Association Pension Plan Investment adviser (plan)through Aug 31, 2025 Form 5500
- Dresser, LLC Consolidated Salaried Retirement Plan Directed trusteeGeneral consultantthrough Dec 31, 2024 Form 5500
- Elanco US Inc. Fort Dodge Local 1155 Employees' Pension Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
+8 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.
- Louisiana Parochial Employees Retirement System Custodianthrough Mar 17, 2026
- Masterbrand, Inc. Pension Plan Trusteethrough Dec 31, 2025
- Genuine Parts Company Pension Plan Trusteethrough Dec 31, 2025
+472 more 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 |
|---|---|---|---|---|
| Bass Retirement Plan | 2025 | 21 50 | NONE | $864,730 |
| Genuine Parts Company Pension Plan | 2025 | 21 50 62 | NONE | $603,419 |
| Relx Inc. US Retirement Plan | 2025 | 21 50 62 | NONE | $359,036 |
+397 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 firmimg1.wsimg.com
- with this firmaskebsa.dol.gov
+35 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.