This firm's name, 1 more advisory client, 112 more other clients, 397 more Schedule C rows and 6 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
- Neca-Ibew Local 584 Pension Plan ActuaryInvestment adviser (plan)through Dec 31, 2025 Form 5500
- Ufcw No. California Employers Joint Pension Plan ActuaryPension consultantthrough Dec 31, 2023 Form 5500
- Pension Fund of Cement Masons Union Local No. 502 Pension consultantActuarythrough 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.
- Local 734 Pension Fund Actuarythrough Dec 31, 2025
- Midwest Pension Plan Actuarythrough Dec 31, 2025
- Teamsters' Local 301 Pension Plan Actuarythrough Dec 31, 2025
+112 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 |
|---|---|---|---|---|
| National Roofing Industry Pension Fund | 2025 | 11 56 | NONE | $419,942 |
| National Electrical Benefit Fund | 2025 | 11 50 | NONE | $156,354 |
| Painters Union Pension Plan | 2025 | 11 50 | NONE KNOWN | $113,050 |
+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, 2024Consultant changedinferenceSouthern California Ufcw Unions and Food Employers Joint Pension Trust Fundwith this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceBasic Pension Plan for Employees of Jewish Federation Council of Greater Los Angeleswith this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
+6 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.