DFX Intelligence

8 more advisory clients, 15 more Schedule C rows and 5 more dated events

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.

Innovative Software Solutions, Inc.

unclassified

8 more advisory clients, 15 more Schedule C rows and 5 more dated events

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

Schedule C, ACFR

Public-system clients

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

11 allocators

Bricklayers & Trowel Trades International Pension Fund General consultantthrough Dec 31, 2023 Form 5500
Waterfront Employers - Ila Pension Plan General consultantthrough Sep 30, 2023 Form 5500
Asbestos Workers Philadelphia Pension Fund General consultantthrough Jun 30, 2023 Form 5500

+8 more advisory clients

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

18 rows, $842,710 direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Waterfront Employers - Ila Pension Plan	2024	16 50	NONE	$83,244
Airconditioning and Refrigeration Industry Retirement Trust Fund	2024	16	NONE	$9,098
Teamsters' Local 301 Pension Plan	2024	16	NONE

+15 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.

Dec 31, 2025Consultant changedinferenceTeamsters' Local 301 Pension Plan
Innovative Software Solutions, Inc. no longer appears on Teamsters' Local 301 Pension Plan's Schedule C as general consultant (plan year 2025 vs 2024)
with Innovative Software Solutions, Inc.askebsa.dol.gov
Dec 31, 2024Consultant changedinferenceBricklayers & Trowel Trades International Pension Fund
Innovative Software Solutions Inc. no longer appears on Bricklayers & Trowel Trades International Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)
with Innovative Software Solutions, Inc.askebsa.dol.gov
Dec 31, 2024Consultant changedinferenceCarpenters Pension Fund of Illinois
Issi no longer appears on Carpenters Pension Fund of Illinois's Schedule C as general consultant (plan year 2024 vs 2023)
with Innovative Software Solutions, Inc.askebsa.dol.gov
Dec 31, 2023Consultant changedinferenceBricklayers & Trowel Trades International Pension Fund
Innovative Software Solutions Inc. appears on Bricklayers & Trowel Trades International Pension Fund's Schedule C as general consultant (plan year 2023 vs 2022)
with Innovative Software Solutions, Inc.askebsa.dol.gov
Dec 31, 2023Consultant changedinferenceAsbestos Workers Philadelphia Pension Fund
Innovative Software Solutions Inc no longer appears on Asbestos Workers Philadelphia Pension Fund's Schedule C as general consultant (plan year 2023 vs 2022)
with Innovative Software Solutions, Inc.askebsa.dol.gov

+5 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.