DFX Intelligence
Keystone 74 Benefits and Admin
unclassified
unclassified
12 more other clients and 21 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
15 allocators
- I.B.E.W. Local 490 Pension Fund Actuarythrough May 31, 2025
- Amalgamated Transit Workers Local 854 Pension Fund Actuarythrough May 31, 2025
- Teamsters Local 277 Pension Actuarythrough Feb 28, 2025
+12 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
24 rows, $198,003 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Joint Pension Fund of Local Union No 102 | 2024 | 11 | NONE | $74,640 |
| Teamsters Local 277 Pension | 2024 | 11 50 | NONE | $52,225 |
| Teamsters Local 830 Pension Plan | 2024 | 11 50 | NONE | $46,438 |
+21 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
No dated events.