DFX Intelligence
NEW York Life Investment Management
unclassified
unclassified
8 more Schedule C rows
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
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
- Newell Brands Consolidated Pension Plan Trusteethrough Dec 31, 2022
Schedule C rows
11 rows, $1.5M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Newell Brands Consolidated Pension Plan | 2024 | 21 50 | TRUSTECO | $406,000 |
| Natixis US Cib Defined Benefit Pension Plan | 2024 | 28 50 | NONE | $66,166 |
| Autoneum North America, Inc. Carpet Hourly-Paid Employees' Pension Plan | 2024 | 28 52 | NONE |
+8 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.
What changed
- New York Life Investment Management appears on Jersey Shore State Bank Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with NEW York Life Investment Managementaskebsa.dol.gov