DFX Intelligence

Allocator Intelligence

Powersource Solutions Inc

unclassified· VA
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

Schedule C rows

1 row, $273,758 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
IAM National Pension Fund202316 50NONE$273,758

What changed

  • Dec 31, 2024Consultant changedinferenceIAM National Pension Fund
    Powersource Solutions Inc no longer appears on IAM National Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with Powersource Solutions Incaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinferenceIAM National Pension Fund
    Powersource Solutions Inc appears on IAM National Pension Fund's Schedule C as general consultant (plan year 2023 vs 2022)
    with Powersource Solutions Incaskebsa.dol.gov