DFX Intelligence
Leader Data Processing
unclassified· PA
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
- Iron Workers Pension Plan Pension consultantthrough Sep 30, 2023 Form 5500
Schedule C rows
3 rows, $107,400 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Iron Workers Pension Plan | 2024 | 17 50 | NONE | $35,400 |
| Iron Workers Pension Plan | 2023 | 17 50 | NONE | $36,000 |
| Iron Workers Pension Plan | 2022 | 17 50 | NONE | $36,000 |
What changed
No dated events.