This firm's name, 1 more advisory client, 243 more Schedule C rows and 21 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
- ABB Inc. Merged Pension Plan Investment adviser (plan)through Nov 30, 2023 Form 5500
- Thomas & Betts Corporation Pension Plan for Bargaining Unit Employees Investment adviser (plan)through Nov 30, 2023 Form 5500
- ABB Inc. Cash Balance Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
+1 more advisory 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.
- Carpenters Labor-Management Pension Plan Custodianthrough Dec 31, 2025
- Oregon Retail Employees Pension Plan Directed trusteethrough Dec 31, 2024
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Retirement Plan for Employees of Puget Sound Energy, Inc. | 2025 | 28 51 52 68 | NONE | $251,085 |
| 32bj North Pension Fund | 2025 | 28 51 68 | NONE | $118,418 |
| Carpenters Labor-Management Pension Plan | 2025 | 19 | NONE | $56,888 |
+243 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
- Dec 31, 2024Manager relationship endedinferenceUfcw Pharmacists, Clerks, and Drug Employer's Pension Trustwith this firmaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceSO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Planwith this firmaskebsa.dol.gov
+21 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.