This firm's name, 4 more other clients, 98 more Schedule C rows and 9 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.
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Investment consultant in Massachusetts
- Akzonobel Retirement Plan Investment adviser (plan)through Dec 30, 2023 Form 5500
- The Retirement Plan of Rady Childrens Hospital and Health Center Investment adviser (plan)through Jun 30, 2023 Form 5500
- SG Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Samford University Pension Plan Custodianthrough Dec 31, 2024
- UBS Financial Services Inc. Pension Plan Custodianthrough Dec 31, 2024
- The Teknor Apex Company Retirement Plan Custodianthrough Dec 31, 2023
+4 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 |
|---|---|---|---|---|
| United Mine Workers of America 1974 Pension Plan | 2024 | 28 51 52 | NONE | $368,891 |
| Molson Coors Pension Plan | 2024 | 28 | INVESTMENT MANAGEMENT | $64,906 |
| UBS Financial Services Inc. Pension Plan | 2024 | 18 19 28 50 51 | NONE | $50,709 |
+98 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
- Dec 31, 2024Manager relationship startedContributory Defined Benefit Retirement Plan at Rensselaer Polytechnic Institutewith this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
+9 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.