DFX Intelligence
Webster Bank, N.A.
Not an allocator
Not an allocator
1 more other client and 6 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
4 allocators
- Alstom Transportation Retirement Plan Custodianthrough Dec 31, 2023
- Ashcroft Inc. Retirement Plan for Union Employees Discretionary trusteethrough Dec 31, 2022
- Roofers Local No. 9 Pension Plan Custodianthrough Dec 31, 2022
+1 more client
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
9 rows, $481,428 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Roofers Local No. 9 Pension Plan | 2024 | 18 19 50 | NONE | $39,018 |
| Ashcroft Inc. Retirement Plan for Union Employees | 2024 | 24 | NONE | $22,411 |
| Alstom Transportation Retirement Plan | 2024 | 19 50 | NONE | $19,105 |
+6 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.