DFX Intelligence
Benefits Resource N.W LLC
unclassified· NY
unclassified
Advisory clients on the tape
1
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
1 allocator
- Wa-Id Laborers Employers Pension Trust Pension consultantthrough May 31, 2023 Form 5500
Schedule C rows
3 rows, $25,583 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Wa-Id Laborers Employers Pension Trust | 2024 | 17 50 | NONE | $9,004 |
| Wa-Id Laborers Employers Pension Trust | 2023 | 17 50 | NONE | $9,017 |
| Wa-Id Laborers Employers Pension Trust | 2022 | 17 50 | NONE | $7,562 |
What changed
No dated events.