DFX Intelligence
Athena Acturial Consulting
unclassified
unclassified
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
- Local 99 Pension Plan Actuarythrough Dec 31, 2022
Schedule C rows
3 rows, $129,500 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Local 99 Pension Plan | 2024 | 11 50 | NONE | $55,100 |
| Local 99 Pension Plan | 2023 | 11 50 | NONE | $49,900 |
| Local 99 Pension Plan | 2022 | 11 50 | NONE | $24,500 |
What changed
No dated events.