DFX Intelligence
This firm's name and 1 more Schedule C row
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
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
- Western Farm Bureau Pension Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
Other roles
1 allocator
- Brooks Armored Car Service, Inc. Pension Plan Actuarythrough Dec 31, 2022
Schedule C rows
4 rows, $172,667 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Brooks Armored Car Service, Inc. Pension Plan | 2024 | 11 50 | NONE | $43,650 |
| Western Farm Bureau Pension Plan | 2024 | 27 | INVESTMENT ADVISOR | $37,211 |
| Brooks Armored Car Service, Inc. Pension Plan | 2023 | 11 50 | NONE | $54,510 |
+1 more Schedule C row
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
- Usi appears on Western Farm Bureau Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Usiaskebsa.dol.gov