This firm's name, 1 more advisory client, 63 more Schedule C rows and 12 more dated events
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Investment consultant in California
- Plumbers & Pipefitters Local No 189 Pension Plan Investment adviser (plan)through Mar 31, 2025 Form 5500
- LEE Enterprises, Incorporated Pension Plan Investment adviser (plan)through Dec 28, 2023 Form 5500
- Pacificorp/ibew Local 57 Retirement Trust Fund Investment adviser (plan)through Jun 30, 2023 Form 5500
+1 more advisory client
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Plumbers and Steamfitters Local 396 Pension Fund Custodianthrough Jun 30, 2023
- Ibew Local 683 Pension Fund Pension Plan Custodianthrough Dec 31, 2022
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| The Citigroup Pension Plan | 2024 | 28 50 51 | NONE | $1.4M |
| The Bank of New York Mellon Corporation Pension Plan | 2024 | 28 50 51 | NONE | $487,557 |
| Nextera Energy, Inc. Employee Pension Plan | 2024 | 28 51 | NONE | $294,537 |
+63 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
+12 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.