DFX Intelligence
Allocator Intelligence
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unclassified
I•• S••••• L••
unclassifiedKS
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
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
1 allocators
- S•••• M•••• W•••••• L•••• N•• 1•• P•••••• P••• Investment adviser (plan)through Jun 30, 2024 Form 5500
Schedule C rows
2 rows, $23,506 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| S•••• M•••• W•••••• L•••• N•• 1•• P•••••• P••• | 2024 | 23 27 50 | INSURANCE ADVISOR | $11,682 |
| S•••• M•••• W•••••• L•••• N•• 1•• P•••••• P••• | 2023 | 23 27 50 | INSURANCE ADVISOR | $11,824 |
What changed
- I•• S••••• L•• appears on S•••• M•••• W•••••• L•••• N•• 1•• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with I•• S••••• L••askebsa.dol.gov