This firm's name, 11 more advisory clients, 387 more other clients, 397 more Schedule C rows and 35 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.
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Not an allocator
- John Deere Pension Plan for Salaried Employees Investment adviser (plan)through Oct 31, 2025 Form 5500
- Signature Healthcare Retirement Plan C General consultantthrough Jul 31, 2025 Form 5500
- 3m Employee Retirement Income Plan General consultantCustodianthrough Dec 31, 2024 Form 5500
+11 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.
- International Brotherhood of Teamsters Union Local 710 Pension Fund Custodianthrough Dec 31, 2025
- The Retirement Income Plan for Employees of the Rockefeller Foundation Trusteethrough Dec 31, 2025
- Liuna National (industrial) Pension Fund Custodianthrough Dec 31, 2025
+387 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 |
|---|---|---|---|---|
| National Electrical Benefit Fund | 2025 | 19 59 62 72 | NONE | $1.4M |
| Liuna National (industrial) Pension Fund | 2025 | 19 50 62 | NONE | $344,881 |
| International Brotherhood of Teamsters Union Local 710 Pension Fund | 2025 | 19 28 62 72 | NONE | $249,631 |
+397 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
- Dec 31, 2024Manager relationship startedBrewery Conference/anheuser-Busch Defined Benefit Pension Planwith this firmaskebsa.dol.gov
+35 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.