DFX Intelligence

3 more advisory clients, 12 more Schedule C rows and 1 more dated event

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.

Benesys, Inc.

unclassified· MI

unclassified

3 more advisory clients, 12 more Schedule C rows and 1 more dated event

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

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

6 allocators

+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.

15 rows, $4.7M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Carpenters' Pension Trust Fund - Detroit and Vicinity	2024	10 12 13 14 15 16 36 50	NONE	$1.1M
Pipefitters Local 636 Defined Benefit Pension Fund	2024	10 12 13 14 15 16 36 50	NONE	$312,616
Plumbers Local No 98 Defined Benefit Pension Fund	2024	10 12 13 14 15 16 36 50	NONE	$267,482

+12 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.

Dec 31, 2024Consultant changedinferenceNorth Central States Regional Council of Carpenters Pension Fund
Benesys appears on North Central States Regional Council of Carpenters Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023)
with Benesys, Inc.askebsa.dol.gov
Dec 31, 2023Consultant changedinferencePipefitters Local 636 Defined Benefit Pension Fund
Benesys, Inc. appears on Pipefitters Local 636 Defined Benefit Pension Fund's Schedule C as general consultant (plan year 2023 vs 2022)
with Benesys, Inc.askebsa.dol.gov
Dec 31, 2023Consultant changedinferenceCarpenters' Pension Trust Fund - Detroit and Vicinity
Benesys, Inc. appears on Carpenters' Pension Trust Fund - Detroit and Vicinity's Schedule C as general consultant (plan year 2023 vs 2022)
with Benesys, Inc.askebsa.dol.gov
Dec 31, 2023Consultant changedinferenceBricklayers' Pension Trust Fund-Metropolitan Area
Benesys, Inc. appears on Bricklayers' Pension Trust Fund-Metropolitan Area's Schedule C as general consultant (plan year 2023 vs 2022)
with Benesys, Inc.askebsa.dol.gov
Dec 31, 2023Consultant changedinferencePlumbers & Pipefitters U.A. Local 85 Pension Plan
Benesys, Inc. appears on Plumbers & Pipefitters U.A. Local 85 Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
with Benesys, Inc.askebsa.dol.gov

+1 more dated event

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.