DFX Intelligence
KEY Bank National Association
unclassified
unclassified
7 more other clients and 31 more Schedule C rows
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 $199/month unless canceled.
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
No advisory client relationship on the tape.
Other roles
10 allocators
- Ibew Local No. 236 Pension Plan Custodianthrough Jun 30, 2025
- Koroseal Interior Products Retirement Income Plan Trusteethrough Sep 30, 2023
- The Truth Retirement Plan Custodianthrough Jul 31, 2023
+7 more clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Schedule C rows
34 rows, $1.0M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Ibew Local No. 236 Pension Plan | 2024 | 19 59 | NONE | $194,878 |
| Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan | 2024 | 19 59 | NONE | $70,964 |
| Ohio Carpenters' Pension Plan | 2024 | 28 50 51 65 | NONE | $49,519 |
+31 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Keybank National Association no longer appears on The Truth Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with KEY Bank National Associationaskebsa.dol.gov