This firm's name, 4 more advisory clients, 2 more other clients, 24 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
- UPS Retirement Plan General consultantthrough Dec 31, 2024 Form 5500
- Ups/ibt Full-Time Employee Pension Plan General consultantthrough Dec 31, 2023 Form 5500
- UPS Pension Plan General consultantthrough Dec 31, 2023 Form 5500
+4 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.
- HII Ingalls Shipbuilding, Inc. Hourly Employees' Retirement Plan Actuarythrough Dec 31, 2023
- Huntington Ingalls Industries, Inc. Newport News Operations Pension Plan for Employees Covered by United Steelworkers Local 8888 Cba Actuarythrough Dec 31, 2022
- Huntington Ingalls Industries Retirement Plan B Actuarythrough Dec 31, 2022
+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 |
|---|---|---|---|---|
| Liberty Mutual Retirement Benefit Plan | 2024 | 11 16 50 | NONE | $329,529 |
| UPS Retirement Plan | 2024 | 16 36 50 | NONE | $128,248 |
| UPS Pension Plan | 2024 | 10 16 36 50 | NONE | $91,457 |
+24 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, 2024Consultant changedinferenceHII Ingalls Shipbuilding, Inc. Hourly Employees' Retirement Planwith this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceHII Ingalls Shipbuilding, Inc. Hourly Employees' Retirement Planwith 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.