DFX Intelligence
Rhumbline
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
- The Teknor Apex Company Retirement Plan Custodianthrough Dec 31, 2024
Schedule C rows
2 rows, $74,626 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| The Teknor Apex Company Retirement Plan | 2024 | 18 51 | NONE | $11,863 |
| Cottage Health Pension Plan | 2022 | 28 51 | NONE | $62,763 |
What changed
- Iron Workers Pension Plan of Western Pennsylvania no longer reports Rhumbline Qsi Index LLC (Rhumbline) (last held $12M at 2022-12-31; absent from the 2023-12-31 filing)with Rhumblineaskebsa.dol.gov
- Rhumbline no longer appears on Cottage Health Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Rhumblineaskebsa.dol.gov