This firm's name, 6 more advisory clients, 149 more other clients, 397 more Schedule C rows and 35 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
- Latham & Watkins Cash Balance Plan Investment adviser (plan)through Dec 31, 2025 Form 5500
- Calportland Company Defined Benefit Pension Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
- Totalenergies Finance USA, Inc. Cash Balance Pension Plan Pension consultantTrusteethrough Dec 31, 2023 Form 5500
+6 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.
- Retirement Plan for Employees of Puget Sound Energy, Inc. Trusteethrough Dec 31, 2025
- Willis North America Inc. Pension Plan Trusteethrough Aug 31, 2025
- Brick Masons' Pension Trust Fund Trusteethrough Apr 30, 2025
+149 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 |
|---|---|---|---|---|
| The Fidelity Bank Pension Plan | 2025 | 28 | INVESTMENT MGR | $40,383 |
| Bass Retirement Plan | 2025 | 28 51 | NONE | $36,352 |
| Willis North America Inc. Pension Plan | 2025 | 21 24 28 50 51 | NONE | $27,941 |
+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
- with this firmaskebsa.dol.gov
+35 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.