DFX Intelligence

Withum Smith and Brown

unclassified· NY

unclassified

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

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

2 rows, $16,402 direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Paper Products, Misc. Chauffeurs, Warehousemen, Helpers, Messengers, Production & Office Workers Pension Fund	2023	16 50	NONE	$8,251
Local 1034 Pension Fund	2023	16 50	NONE	$8,151

Dec 31, 2024Consultant changedinferenceLocal 1034 Pension Fund
Withum Smith and Brown no longer appears on Local 1034 Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)
with Withum Smith and Brownaskebsa.dol.gov
Dec 31, 2024Consultant changedinferencePaper Products, Misc. Chauffeurs, Warehousemen, Helpers, Messengers, Production & Office Workers Pension Fund
Withum Smith and Brown no longer appears on Paper Products, Misc. Chauffeurs, Warehousemen, Helpers, Messengers, Production & Office Workers Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)
with Withum Smith and Brownaskebsa.dol.gov
Dec 31, 2023Consultant changedinferenceLocal 1034 Pension Fund
Withum Smith and Brown appears on Local 1034 Pension Fund's Schedule C as general consultant (plan year 2023 vs 2022)
with Withum Smith and Brownaskebsa.dol.gov
Dec 31, 2023Consultant changedinferencePaper Products, Misc. Chauffeurs, Warehousemen, Helpers, Messengers, Production & Office Workers Pension Fund
Withum Smith and Brown appears on Paper Products, Misc. Chauffeurs, Warehousemen, Helpers, Messengers, Production & Office Workers Pension Fund's Schedule C as general consultant (plan year 2023 vs 2022)
with Withum Smith and Brownaskebsa.dol.gov