This firm's name, 1 more advisory client, 14 more other clients and 59 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.
Not an allocator
- Crounse Corporation Marine & Maintenance Employees' Pension Plan General consultantthrough Dec 31, 2022 Form 5500
- University of Alabama Health Services Foundation, P.C. Retirement Plan for Select Employees Investment adviser (plan)through Dec 31, 2022 Form 5500
- Sonesta International Hotels Corporation Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
+1 more advisory 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.
- M.s.s.a.-I.l.a. Pension Plan Custodianthrough Sep 30, 2025
- Tma-Ila Pension Plan Custodianthrough Sep 30, 2023
- A.F.OF L.-A.g.c. Building Trades Pension Plan Custodianthrough Jun 30, 2023
+14 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 |
|---|---|---|---|---|
| Blue Cross and Blue Shield of Alabama Retirement Plan | 2024 | 19 21 28 50 51 | TRUSTEE | $846,090 |
| The Retirement Plan for Employees of Bush Brothers & Company | 2024 | 21 | NONE | $130,967 |
| Baptist Health Care, Inc. Pension Plan | 2024 | 21 50 | TRUSTEE | $110,463 |
+59 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