This firm's name, 3 more advisory clients, 5 more other clients and 39 more Schedule C rows
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
- MG Advantage Retirement Plan Pension consultantActuarythrough Dec 31, 2023 Form 5500
- Pacificorp/ibew Local 57 Retirement Trust Fund Investment adviser (plan)through Jun 30, 2023 Form 5500
- Oerlikon USA Holding, Inc. Pension Plan Pension consultantthrough Dec 31, 2022 Form 5500
+3 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.
- Gardner Denver, Inc Pension Plan Actuarythrough Dec 31, 2023
- Abarta, Inc. Pension Plan Custodianthrough Dec 31, 2022
- The Coca-Cola Bottling Co. of the Lehigh Valley Pension Plan Custodianthrough Dec 31, 2022
+5 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 |
|---|---|---|---|---|
| Oncor Retirement Plan | 2024 | 16 50 | CONSULTANT | $1.2M |
| Stmicroelectronics, Inc. Retirement Plan | 2024 | 27 50 | INV MGT | $813,847 |
| MG Advantage Retirement Plan | 2024 | 17 28 50 | NONE | $615,434 |
+39 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
- with this firmaskebsa.dol.gov