DFX Intelligence
Ryan Alm, Inc.
unclassified· FL
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
- Felra & Ufcw Pension Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
Schedule C rows
3 rows, $349,959 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Freight Drivers and Helpers Local Union No. 557 Pension Plan | 2024 | 28 50 | INVESTMENT MANAGER | $161,812 |
| Felra & Ufcw Pension Plan | 2024 | 27 51 | NONE | $50,000 |
| Freight Drivers and Helpers Local Union No. 557 Pension Plan | 2023 | 28 50 | INVESTMENT MANAGER | $138,147 |
What changed
- Ryan Alm, Inc. appears on Felra & Ufcw Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Ryan Alm, Inc.askebsa.dol.gov
- Dec 31, 2023Manager relationship startedFreight Drivers and Helpers Local Union No. 557 Pension PlanRyan Alm, Inc appears on Freight Drivers and Helpers Local Union No. 557 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Ryan Alm, Inc.askebsa.dol.gov