DFX Intelligence
Millman, Inc.
unclassified
unclassified
2 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
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
- Quality Spring/togo, Inc. Hourly Employees Retirement Plan General consultantthrough Dec 31, 2023 Form 5500
Other roles
3 allocators
- Twu-Westchester Private Bus Lines Pension Trust Actuarythrough Dec 31, 2024
- Ufcw and Safeway Variable Annuity Pension Fund Actuarythrough Dec 31, 2024
- Kenosha Beef International, Ltd. Employees' Pension Plan for Non-Union Employees Actuarythrough Mar 31, 2023
Schedule C rows
5 rows, $6,000 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Twu-Westchester Private Bus Lines Pension Trust | 2024 | 11 | enrolled actuary | |
| Ufcw and Safeway Variable Annuity Pension Fund | 2024 | 11 | enrolled actuary | |
| Quality Spring/togo, Inc. Hourly Employees Retirement Plan | 2023 | 16 17 50 99 | INVESTMENT ADVISOR | $6,000 |
+2 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
- Millman no longer appears on Quality Spring/togo, Inc. Hourly Employees Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Millman, Inc.askebsa.dol.gov
- Millman appears on Quality Spring/togo, Inc. Hourly Employees Retirement Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Millman, Inc.askebsa.dol.gov