DFX Intelligence
United Forms Finishing
unclassified
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
- CFG Pension Plan Pension consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
1 row, $11,861 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| CFG Pension Plan | 2022 | 17 50 65 | CONSULTING | $11,861 |
What changed
- United Forms Finishing no longer appears on CFG Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with United Forms Finishingaskebsa.dol.gov