Institutional Investment Consulting
- Regulatory AUM
- $125M
- Discretionary
- $125M
- Clients
- 45
- Avg AUM / client
- $2.8M
- Accounts
- 4
- Employees
- 13
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 45 | $125M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael William Kozemchak | Chief Compliance Officer/President | Aug 2013 (13y) | 75% or more | |
| Antonio Americo Ciocca | Managing Director | Sep 2013 (13y) | Less than 5% | |
| Gregory Thomas Cimmino | Managing Director | CFP Chartered Financial Consultant | Sep 2013 (13y) | Less than 5% |
| Paul Richard Stephens | Managing Director | Sep 2013 (13y) | Less than 5% | |
| Lewis Marlin Rowe | Managing Director | Feb 2019 (8y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (17)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Embassy Of The Federal Republic Of Germany 401(k) Plan | Embassy Of The Federal Republic Of Germany | 148 | $10.8M | 01/01/2024 |
| Ensign Services, Inc. 401(k) Retirement Savings Plan | Ensign Services, Inc. | 42,462 | $374M | 01/01/2024 |
| Boise Cascade Company Savings Plan | Boise Cascade Company | 4,101 | $740M | 01/01/2024 |
| Boise Cascade Company Retirement Savings Plan | Boise Cascade Company | 1,243 | $90.6M | 01/01/2024 |
| Boise Cascade Company Hourly Savings Plan | Boise Cascade Company | 2,103 | $146M | 01/01/2024 |
| Redico Retirement Savings Plan | Redico, Llc. | 515 | $22.8M | 01/01/2024 |
| Torrington Supply Company, Inc. 401(k) Profit Sharing Plan | Torrington Supply Company, Inc. | 181 | $20.3M | 01/01/2024 |
| Burke & Herbert Bank & Trust Company Investment And Savings Plan | Burke & Herbert Bank | 352 | $67.5M | 01/01/2024 |
| Retirement&Security Program For Employees Of Ntca And Its Members | National Telecommunications Cooperative Association | 9,544 | $2.5B | 01/01/2024 |
| International Brotherhood Of Electrical Workers Local Unions Savings & Security Plan | Board Of Directors Of The Ibew Locals' Saving & Retirement Group Trust | 348 | $742M | 01/01/2024 |
| Employees' Savings Plan Of Fn America, Llc | Fn America Llc | 527 | $100M | 01/01/2024 |
| Village Ford, Inc. 401(k) Savings Plan | Village Ford, Inc. | 179 | $15.5M | 01/01/2024 |
| Ionia County Community Mental Health Authority 401(a) Plan | Ionia County Community Mental Health Authorit | 114 | $4.8M | 01/01/2024 |
| Linde Retirement Savings Plan | Linde Inc. | 11,323 | $2.9B | 01/01/2024 |
| Tantus Technologies 401(k) Plan | Tantus Technologies, Inc. | 220 | $25.1M | 01/01/2024 |
| American House 401(k) Plan | American House Management Company, Llc | 2,726 | $8.5M | 01/01/2024 |
| Hospital For Special Care 403(b) Retirement Plan | Hospital For Special Care | 1,261 | $118M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/01/2026 | 941 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
- • Other fees
- • CHARGE AN ASSET BASED FEE ON RETIREMENT PLANS UNDER ADVISEMENT
Services
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Empower Financial Services, Inc. $125M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 01, 2026.
View current Form ADV (SEC/IAPD) ↗