DFX Intelligence
Adept Hrm Solutions
unclassified
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
- Northwest Carpenters Retirement Plan General consultantthrough Dec 31, 2023 Form 5500
Schedule C rows
2 rows, $23,538 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Northwest Carpenters Retirement Plan | 2024 | 16 50 | NONE | $14,700 |
| Northwest Carpenters Retirement Plan | 2023 | 16 50 | NONE | $8,838 |
What changed
- Adept Hrm Solutions appears on Northwest Carpenters Retirement Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Adept Hrm Solutionsaskebsa.dol.gov