This firm's name, 3 more advisory clients, 12 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
- The Citigroup Pension Plan General consultantthrough Dec 31, 2024 Form 5500
- Shell Pension Plan Pension consultantthrough Dec 31, 2023 Form 5500
- Retirement Plan for Employees of Uja-Federation Investment adviser (plan)through Sep 30, 2023 Form 5500
+3 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 |
|---|---|---|---|---|
| Jpmorgan Chase Retirement Plan | 2024 | 16 50 | NONE | $160,993 |
| United Mine Workers of America 1974 Pension Plan | 2024 | 28 50 51 | NONE | $155,489 |
| Employees' Retirement Plan of Consolidated Electrical Distributors, Inc. | 2024 | 27 50 65 | NONE | $30,111 |
+12 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
+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.