DFX Intelligence
Dana Investment Advisors, Inc.
unclassified· WI
unclassified
22 more Schedule C rows and 6 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Advisory clients on the tape
3
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
3 allocators
- HB Performance Systems, Inc. Defined Benefit Plan Investment adviser (plan)through Mar 31, 2025 Form 5500
- Employer Local No. 375 Pension Plan Investment adviser (plan)through Jul 31, 2024 Form 5500
- Retirement Plan for Employees of Mckenzie-Willamette Hospital Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
1 allocator
- Neca Local 145 Ibew Pension Fund Trusteethrough Aug 31, 2024
Schedule C rows
25 rows, $3.7M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| HB Performance Systems, Inc. Defined Benefit Plan | 2025 | 27 50 | INVESTMENT ADVISORY | $5,023 |
| Afl-Cio Staff Retirement Plan | 2024 | 28 51 68 | NONE | $333,861 |
| NEW England Health Care Employees Pension Plan | 2024 | 28 51 72 | NONE | $328,604 |
+22 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
- Dana Investment Advisors Inc appears on Employees Security Fund of the Elec Ind Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Dana Investment Advisors, Inc.askebsa.dol.gov
- Dana Investment Advisors Inc appears on NEW England Health Care Employees Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Dana Investment Advisors, Inc.askebsa.dol.gov
- Dana Investment Advisors appears on Ufcw Intl Union Pension Plan for Employees's Schedule C as investment manager (plan year 2024 vs 2023)with Dana Investment Advisors, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedInternational Union of Operating Engineers Pension Fund of Eastern Pennsylvania and DelawareDana Investment Advisors Inc appears on International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware's Schedule C as investment manager (plan year 2024 vs 2023)with Dana Investment Advisors, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedPension Fund for Hospital and Health Care Employees, Philadelphia and VicinityDana Investment Advisors appears on Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity's Schedule C as investment manager (plan year 2024 vs 2023)with Dana Investment Advisors, Inc.askebsa.dol.gov
+6 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.