DFX Intelligence
Evaluations Consultants, LLC
unclassified· MI
unclassified
Advisory clients on the tape
2
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
2 allocators
- Cement Masons Pension Trust Fund - Detroit and Vicinity General consultantthrough Apr 30, 2025 Form 5500
- Plumbers and Pipefitters Local Union No 333 Pension Fund General consultantthrough Jun 30, 2023 Form 5500
Schedule C rows
2 rows, $11,890 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Cement Masons Pension Trust Fund - Detroit and Vicinity | 2024 | 16 50 | NONE | $6,445 |
| Plumbers and Pipefitters Local Union No 333 Pension Fund | 2022 | 16 50 | NONE | $5,445 |
What changed
- Evaluations Consultants, LLC appears on Cement Masons Pension Trust Fund - Detroit and Vicinity's Schedule C as general consultant (plan year 2024 vs 2023)with Evaluations Consultants, LLCaskebsa.dol.gov
- Evaluations Consultants LLC no longer appears on Plumbers and Pipefitters Local Union No 333 Pension Fund's Schedule C as general consultant (plan year 2023 vs 2022)with Evaluations Consultants, LLCaskebsa.dol.gov