DFX Intelligence
Neca Milw. Ch.
unclassified
unclassified
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
1 allocator
- Electrical Construction Industry Pension Plan Discretionary trusteethrough May 31, 2023
Schedule C rows
3 rows, $833,623 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Electrical Construction Industry Pension Plan | 2024 | 24 | P.I.I. | $296,657 |
| Electrical Construction Industry Pension Plan | 2023 | 24 | P.I.I. | $282,506 |
| Electrical Construction Industry Pension Plan | 2022 | 24 | P.I.I. | $254,460 |
What changed
No dated events.