This firm's name, 7 more advisory clients, 17 more Schedule C rows and 5 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
- Ufcw International Union-Industry Variable Annuity Pension Plan General consultantthrough Jun 30, 2025 Form 5500
- Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund General consultantthrough Jun 30, 2024 Form 5500
- Plasterers Local 1 Pension Plan General consultantthrough May 31, 2024 Form 5500
+7 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 |
|---|---|---|---|---|
| Minnesota Laborers Pension Fund | 2024 | 16 | NONE | $22,118 |
| Desert States Employers & Ufcw Unions Pension Plan | 2024 | 16 51 | NONE | $8,125 |
| Ufcw International Union-Industry Variable Annuity Pension Plan | 2024 | 16 50 | NONE | $6,875 |
+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.
- Dec 31, 2024Consultant changedinferenceUfcw International Union-Industry Variable Annuity Pension Planwith this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
+5 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.