DFX Intelligence
Meriplex
unclassified· CA
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
- Airconditioning and Refrigeration Industry Retirement Trust Fund General consultantthrough Dec 31, 2023 Form 5500
Schedule C rows
2 rows, $107,476 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Airconditioning and Refrigeration Industry Retirement Trust Fund | 2024 | 16 | NONE | $39,968 |
| Airconditioning and Refrigeration Industry Retirement Trust Fund | 2023 | 16 | NONE | $67,508 |
What changed
- Dec 31, 2023Consultant changedinferenceAirconditioning and Refrigeration Industry Retirement Trust FundMeriplex appears on Airconditioning and Refrigeration Industry Retirement Trust Fund's Schedule C as general consultant (plan year 2023 vs 2022)with Meriplexaskebsa.dol.gov