DFX Intelligence
F.L. Putnam Investment Management
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
- Independent Health Association Inc Defined Benefit Plan and Trust Investment adviser (plan)through Dec 31, 2024 Form 5500
Schedule C rows
1 row, $54,903 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Independent Health Association Inc Defined Benefit Plan and Trust | 2024 | 27 | NONE | $54,903 |
What changed
- Dec 31, 2024Consultant changedinferenceIndependent Health Association Inc Defined Benefit Plan and TrustF.L. Putnam Investment Management appears on Independent Health Association Inc Defined Benefit Plan and Trust's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with F.L. Putnam Investment Managementaskebsa.dol.gov