This firm's name, 33 more other clients, 87 more Schedule C rows and 1 more dated event
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
- Heritage Family Federal Credit Union Defined Benefit Plan and Trust Actuarythrough Dec 31, 2025
- Tri-State Armature & Electrical Works, Inc. Employees' Pension Plan Actuarythrough Dec 31, 2025
- Southeast Financial Credit Union Defined Benefit Plan and Trust Actuarythrough Dec 31, 2024
+33 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 |
|---|---|---|---|---|
| 2024 | 10 11 12 13 15 17 18 50 | SAME | $136,675 | |
| Bryce Corporation Pension Plan | 2024 | 11 | NONE | $58,850 |
| Chemtrade Chemicals Corporation Consolidated Pension Plan | 2024 | 11 13 15 28 38 65 | NONE | $38,436 |
+87 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.
- Dec 31, 2024Holding endedinference
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.