DFX Intelligence
Alvarez & Marshal Tax, LLC
unclassified
unclassified
3 more advisory clients and 9 more Schedule C rows
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
6
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
6 allocators
- BAE Space & Mission Systems Pension Plan General consultantthrough Dec 31, 2024 Form 5500
- Building Service 32bj Pension Fund Pension consultantthrough Jun 30, 2024 Form 5500
- RIO Tinto America Inc. Retirement Plan General consultantthrough Dec 31, 2022 Form 5500
+3 more advisory clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Schedule C rows
12 rows, $209,125 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Building Service 32bj Pension Fund | 2024 | 17 50 | NONE | $18,925 |
| BAE Space & Mission Systems Pension Plan | 2024 | 16 | NONE | $17,500 |
| Ball Pension Plan | 2024 | 16 50 | CONSULTANT | $9,000 |
+9 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
- Alvarez & Marsal appears on Building Service 32bj Pension Fund's Schedule C as pension consultant (plan year 2023 vs 2022)with Alvarez & Marshal Tax, LLCaskebsa.dol.gov
- Alvarez and Marsal Taxand, LLC no longer appears on RIO Tinto America Inc. Retirement Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Alvarez & Marshal Tax, LLCaskebsa.dol.gov