DFX Intelligence
National Investment Services
unclassified· IL
unclassified
12 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
3
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
3 allocators
- Shopmen Local Union 502 Pension Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
- Plumbers & Pipefitters Local 162 Pension Fund Investment adviser (plan)through Dec 31, 2022 Form 5500
- Studio Mechanics Local 476 Iatse Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
1 allocator
- Insulators and Allied Workers National Pension Fun Custodianthrough Jun 30, 2023
Schedule C rows
15 rows, $1.1M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Insulators and Allied Workers National Pension Fun | 2024 | 19 28 50 51 | NONE | $128,040 |
| Studio Mechanics Local 476 Iatse Retirement Plan | 2024 | 27 50 | INVESTMENT SERVICES | $51,176 |
| Plumbers & Pipefitters Local 162 Pension Fund | 2024 | 27 | NONE | $35,902 |
+12 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
- National Investment Services appears on Shopmen Local Union 502 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with National Investment Servicesaskebsa.dol.gov
- National Investment Services appears on Neca-Ibew Pension Trust Fund's Schedule C as investment manager (plan year 2023 vs 2022)with National Investment Servicesaskebsa.dol.gov