This firm's name, 10 more advisory clients, 42 more Schedule C rows and 5 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
- QBE Pension Equity Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
- Ampac Fine Chemicals LLC Pension Plan for Bargaini Pension consultantthrough Sep 30, 2023 Form 5500
- Ampac Fine Chemicals LLC Pension Plan for Salaried Employees Pension consultantthrough Sep 30, 2023 Form 5500
+10 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.
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Pension Plan of General Atomics | 2024 | 27 50 | NONE | $110,000 |
| Siltronic Corporation Pension Plan | 2024 | 27 50 | INV. ADVISOR | $82,000 |
| QBE Pension Equity Plan | 2024 | 27 | NONE | $51,635 |
+42 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.
- Sage Advisory Group appears on Arclin Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
+5 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.