This firm's name, 24 more advisory clients, 1 more other client, 71 more Schedule C rows and 4 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
- Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, Afl-Cio Investment adviser (plan)through Dec 31, 2025 Form 5500
- Scrub Daddy, Inc. Cash Balance Plan Investment adviser (plan)through Dec 31, 2025 Form 5500
- Grand Lodge of Masons Or Masonic Home, Inc. Defined Benefit Plan Investment adviser (plan)through Mar 6, 2025 Form 5500
+24 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.
- M & M Asphalt Maintenance, Inc. Pension Plan Custodianthrough Dec 31, 2022
- Utah Pipe Trades Pension Trust Fund Custodianthrough Dec 31, 2022
- Pfeiffer Vacuum, Inc. Pension Plan Trusteethrough Dec 31, 2022
+1 more client
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 |
|---|---|---|---|---|
| Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, Afl-Cio | 2025 | 27 51 | INVESTMENT ADVISOR | $43,000 |
| Scrub Daddy, Inc. Cash Balance Plan | 2025 | 27 | INVESTMENT ADVISORY | |
| Hrsa-Ila Pension Plan | 2024 | 16 27 33 | NONE | $807,287 |
+71 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 changedinferenceContinental Cement Company, LLC Pension Plan B for Union Employeeswith this firmaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceCommunity Action Agency of South Alabama Defined Benefit Pension Planwith this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceGrand Lodge of Masons Or Masonic Home, Inc. Defined Benefit Planwith this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
+4 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.