This firm's name, 4 more advisory clients, 8 more Schedule C rows and 4 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
- Avient Merged Pension Plan General consultantthrough Dec 31, 2024 Form 5500
- Western Conference of Teamsters Pension Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
- Data General Corporation Retirement Plan General consultantthrough Sep 30, 2024 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.
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| The Homestead Retirement Plan | 2024 | 27 50 | NONE | $33,647 |
| Data General Corporation Retirement Plan | 2024 | 16 | NONE | $32,500 |
| Avient Merged Pension Plan | 2024 | 16 | NONE | $24,000 |
+8 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
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
+4 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.