This firm's name, 8 more advisory clients, 15 more Schedule C rows and 5 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
- Bricklayers & Trowel Trades International Pension Fund General consultantthrough Dec 31, 2023 Form 5500
- Waterfront Employers - Ila Pension Plan General consultantthrough Sep 30, 2023 Form 5500
- Asbestos Workers Philadelphia Pension Fund General consultantthrough Jun 30, 2023 Form 5500
+8 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 |
|---|---|---|---|---|
| Waterfront Employers - Ila Pension Plan | 2024 | 16 50 | NONE | $83,244 |
| Airconditioning and Refrigeration Industry Retirement Trust Fund | 2024 | 16 | NONE | $9,098 |
| Teamsters' Local 301 Pension Plan | 2024 | 16 | NONE |
+15 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
- Issi no longer appears on Carpenters Pension Fund of Illinois's Schedule C as general consultant (plan year 2024 vs 2023)with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
+5 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.