DFX Intelligence
Loomis US
unclassified
unclassified
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
1 allocator
- Gridiron Fiber Retirement Plan Custodianthrough Jun 30, 2024
Schedule C rows
2 rows, $224,650 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Gridiron Fiber Retirement Plan | 2024 | 19 | RETAINED BY EMPLOYER | $101,051 |
| Gridiron Fiber Retirement Plan | 2023 | 19 | RETAINED BY EMPLOYER | $123,599 |
What changed
No dated events.