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 in Illinois
unclassified· IL
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
- Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees Investment adviser (plan)through Dec 31, 2023 Form 5500
- Twin Disc, Incorporated Retirement Plan for Racine Hourly Paid Employees Investment adviser (plan)through Dec 31, 2022 Form 5500
- Twin Disc, Incorporated Retirement Plan for Salaried Employees Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
4 rows, $155,166 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees | 2024 | 27 50 | NONE | $49,000 |
| Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees | 2023 | 27 50 | NONE | $57,166 |
| Twin Disc, Incorporated Retirement Plan for Racine Hourly Paid Employees | 2022 | 27 50 | NONE | $25,826 |
+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
No dated events.