This firm's name, 2 more other clients, 37 more Schedule C rows and 11 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
- American College of Surgeons Staff Members' Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Electrical Workers Local No. 292 Pension Plan Custodianthrough Apr 30, 2025
- IBM Personal Pension Plan Trusteethrough Dec 31, 2023
- Motion Picture Industry Pension Plan Trusteethrough Dec 31, 2023
+2 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 Pnc Financial Services Group, Inc. Pension Plan | 2024 | 28 50 51 52 71 | NONE | $2.4M |
| Twin City Carpenters and Joiners Pension Fund | 2024 | 28 51 | NONE | $520,634 |
| IBM Personal Pension Plan | 2024 | 21 28 | PARTY-ININTEREST | $368,706 |
+37 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
- Dec 31, 2024Manager relationship endedinferenceXcel Energy Pension Plan and Xcel Energy Pension Plan for Bargaining Employeeswith this firmaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceNEW Century Energies, Inc. Retirement Plan for Southwestern Public Service Co. Bargaining Unit Ee and Former Non-Bargaining Unit Employeeswith this firmaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceNEW Century Energies, Inc. Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit Eeswith this firmaskebsa.dol.gov
+11 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.