DFX Intelligence
Robert W. Baird & Co.
unclassified
unclassified
8 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
- Freight Drivers and Helpers Local Union No. 557 Pension Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
Schedule C rows
11 rows, $2.0M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Midwest Operating Engineers Pension Trust Fund | 2024 | 28 51 | NONE | $645,731 |
| Michigan Laborers' Pension Plan | 2024 | 28 51 | NONE | $30,700 |
| Freight Drivers and Helpers Local Union No. 557 Pension Plan | 2024 | 27 51 | INVESTMENT MANAGER | $29,139 |
+8 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
- Robert W. Baird & Co. Incorporated no longer appears on Aedc Contractors Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Robert W. Baird & Co.askebsa.dol.gov
- Robert W. Baird & Co. appears on Freight Drivers and Helpers Local Union No. 557 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Robert W. Baird & Co.askebsa.dol.gov
- Robert W. Baird & Co. Incorporated no longer appears on Lasko Products, Inc. Consolidated Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Robert W. Baird & Co.askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceThe York Water Company Pension Plan for General and Administrative EmployeesRobert W. Baird & Co. Incorporated no longer appears on The York Water Company Pension Plan for General and Administrative Employees's Schedule C as investment manager (plan year 2023 vs 2022)with Robert W. Baird & Co.askebsa.dol.gov