DFX Intelligence
First State Trust Company
unclassified· DE
unclassified
45 more other clients and 129 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
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
- Wilentz, Goldman, & Spitzer, P.A. Pension Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
Other roles
48 allocators
- Sheet Metal Workers Local No. 20, Indianapolis Are Custodianthrough Dec 31, 2024
- Nuclear Energy Institute, Inc. Employees Pension Plan Custodianthrough Dec 31, 2024
- Retirement Plan for Designated Bargaining Employees of Crane Carrier Company Trusteethrough Dec 31, 2024
+45 more clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Schedule C rows
132 rows, $5.3M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Nuclear Energy Institute, Inc. Employees Pension Plan | 2024 | 18 50 | NONE | $309,027 |
| Pension Plan for Employees of Kopp Glass, Inc. | 2024 | 28 51 | N/A | $126,354 |
| Metro Ila Pension Fund | 2024 | 19 51 | CUSTODIAN - REL'D PLAN | $100,463 |
+129 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
- First State Trust Company no longer appears on Sheet Metal Workers Local No. 20, Indianapolis Are's Schedule C as investment manager (plan year 2024 vs 2023)with First State Trust Companyaskebsa.dol.gov