DFX Intelligence
Marathon
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
- Hunt Consolidated, Inc. Fidelity Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
3 rows, $804,349 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Hunt Consolidated, Inc. Fidelity Pension Plan | 2023 | 27 50 | INV. ADVISORY | $33,355 |
| IBM Personal Pension Plan | 2022 | 33 51 52 68 | PARTY-IN INTEREST | $714,432 |
| Hunt Consolidated, Inc. Fidelity Pension Plan | 2022 | 27 50 | INV. ADVISORY | $56,562 |
What changed
- Marathon no longer appears on Hunt Consolidated, Inc. Fidelity Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Marathonaskebsa.dol.gov