DFX Intelligence
This firm's name and 5 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 $249/month unless canceled.
Investment consultant
unclassified
No date on record · this record
unclassified
No date on record · this record
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
- Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund General consultantthrough Jul 31, 2023 Form 5500
- Operative Plasterers and Cement Masons Local 204 Pension Fd Pension consultantthrough Apr 30, 2023 Form 5500
- North Central States Regional Council of Carpenters Pension Fund Pension consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
8 rows, $215,662 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund | 2024 | 16 50 | NONE | $18,288 |
| Operative Plasterers and Cement Masons Local 204 Pension Fd | 2024 | 17 50 | NONE | $17,121 |
| North Central States Regional Council of Carpenters Pension Fund | 2023 | 10 17 50 | NONE | $50,079 |
+5 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
What changed
- Dec 31, 2024Consultant changedinferenceNorth Central States Regional Council of Carpenters Pension FundBenefit Plan Administrators no longer appears on North Central States Regional Council of Carpenters Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023)with this firmaskebsa.dol.gov