DFX Intelligence
Rick Porter Consulting Cochr of Exp
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
- Western Conference of Teamsters Pension Plan Pension consultantGeneral consultantthrough Dec 31, 2023 Form 5500
Schedule C rows
3 rows, $356,026 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Western Conference of Teamsters Pension Plan | 2024 | 17 20 | CO-CHAIR OFFICE EXPENSE | $117,705 |
| Western Conference of Teamsters Pension Plan | 2023 | 17 20 | CO-CHAIR OFFICE EXPENSE | $115,659 |
| Western Conference of Teamsters Pension Plan | 2022 | 16 50 | CO-CHAIR OFFICE EXPENSE | $122,662 |
What changed
No dated events.