This firm's name, 2 more advisory clients, 43 more Schedule C rows and 4 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
- Retirement Plan for Employees of Garrett County Memorial Hospital Investment adviser (plan)through Jun 30, 2024 Form 5500
- Alliance Coal, LLC & Aff. Pension Plan for Coal Employees Investment adviser (plan)through Dec 31, 2023 Form 5500
- Snyder Paper Corporation Retirement Plan Investment adviser (plan)through Nov 30, 2023 Form 5500
+2 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 |
|---|---|---|---|---|
| Alliance Coal, LLC & Aff. Pension Plan for Coal Employees | 2024 | 27 28 | NONE | $176,777 |
| Nurses and Local 813 Ibt Retirement Plan | 2024 | 28 51 68 | NONE | $136,999 |
| Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan | 2024 | 51 68 | NONE | $134,424 |
+43 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.
- Dec 31, 2024Consultant changedinferenceRetirement Plan for Employees of Garrett County Memorial Hospitalwith this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedAutoneum North America, Inc. Carpet Retirement Plan for Salaried Employeeswith this firmaskebsa.dol.gov
+4 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.