This firm's name, 4 more advisory clients, 1 more other client and 27 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
- Tyco Electronics Pension Plan Pension consultantthrough Sep 30, 2023 Form 5500
- TE Connectivity Legacy Pension Plan Pension consultantthrough Sep 30, 2023 Form 5500
- Caterpillar Inc. Non-Contributory Pension Plan General consultantthrough Dec 31, 2022 Form 5500
+4 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.
- Altium Packaging LP Salaried Pension Plan Actuarythrough Dec 31, 2022
- Atlanta Life Insurance Company Retirement Plan Actuarythrough Dec 31, 2022
- Altium Packaging Pension Plan Actuarythrough Dec 31, 2022
+1 more 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.
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Caterpillar Inc. Retirement Income Plan | 2024 | 16 50 | NONE | $834,635 |
| Caterpillar Inc. Non-Contributory Pension Plan | 2024 | 16 50 | NONE | $545,556 |
| 2018 US Graphic Packaging International Pension Plan | 2024 | 17 50 | NONE | $205,056 |
+27 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 changedinferenceCaterpillar Global Mining Legacy Hourly Employees' Pension Planwith this firmaskebsa.dol.gov