DFX Intelligence
LBI Software, Inc.
unclassified· NY
unclassified
Advisory clients on the tape
1
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
1 allocator
- Equitable Retirement Plan Pension consultantthrough Dec 31, 2024 Form 5500
Schedule C rows
1 row, $18,400 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Equitable Retirement Plan | 2024 | 17 50 | NONE | $18,400 |
What changed
- LBI Software, Inc. appears on Equitable Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with LBI Software, Inc.askebsa.dol.gov