This firm's name, 29 more advisory clients, 311 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
- ST. Luke's Hospital Retirement Plan Pension consultantthrough Oct 29, 2025 Form 5500
- Pension Retirement Plan for the Employees of Radius Recycling Inc. and Affiliated Employers Pension consultantthrough Aug 31, 2025 Form 5500
- Hunter Fan Company Pension Plan Investment adviser (plan)through Jul 1, 2025 Form 5500
+29 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.
- Intermountain Rural Electric Association Pension Plan Actuarythrough Dec 31, 2025
- Core Electric Cooperative Variable Annuity Defined Benefit Plan Actuarythrough Dec 31, 2025
- Brandenburg Telephone Company Retirement Plan Actuarythrough Dec 31, 2025
+311 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 |
|---|---|---|---|---|
| Central National Gottesman Pension Plan | 2025 | 11 50 | NONE | $289,115 |
| Peterbilt Nashville - Local 1832 Uaw Retirement | 2025 | 11 15 | NONE | $107,249 |
| ST. Luke's Hospital Retirement Plan | 2025 | 17 | NONE | $102,917 |
+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 firmaskebsa.dol.gov
- Dec 31, 2025Consultant changedinferenceThe Steel Improvement Boilermakers & Blacksmiths Pension PlanFindley Davies, Inc. appears on The Steel Improvement Boilermakers & Blacksmiths Pension Plan's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencePension Retirement Plan for the Employees of Radius Recycling Inc. and Affiliated Employerswith this firmaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceUnited Cerebral Palsy Association of Nassau County, Inc. Defined Benefit Plan & Trustwith 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.