DFX Intelligence

This firm's name, 5 more advisory clients, 57 more other clients, 165 more Schedule C rows and 7 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Not an allocator in Iowa

Not an allocator· IA

Not an allocator

This firm's name, 5 more advisory clients, 57 more other clients, 165 more Schedule C rows and 7 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

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

8 allocators

GMP & Employers Pension Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
Springfield Hospital Pension Plan Investment adviser (plan)through Sep 30, 2023 Form 5500
Instrumentarium Cash Balance Plan Pension consultantthrough Dec 31, 2022 Form 5500

+5 more advisory clients

Every name, record and relationship behind this count, with the source on each.

60 allocators

+57 more clients

Every name, record and relationship behind this count, with the source on each.

168 rows, $6.4M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Westrock Company Consolidated Pension Plan	2024	21 50	NONE	$204,712
GMP & Employers Pension Plan	2024	27 50 72	PARTY IN INTEREST	$162,809
DAY and Zimmermann Ao/mhg Merged Pension Plan (formerly Known As Retirement Plan for Bargaining Employees at Iaap)	2024	17 50	SERVICE PROVIDER	$132,070

+165 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

+7 more dated events

Every name, record and relationship behind this count, with the source on each.