DFX Intelligence
This firm's name and 4 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 in Missouri
unclassified· MO
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
- Pipefitters Local 636 Defined Benefit Pension Fund Investment adviser (plan)through Dec 31, 2022 Form 5500
- Defined Benefit Retirement Income Plan for Certain Employees of American Multi-Cinema, Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Wiltel Communications, LLC Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
7 rows, $950,525 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Defined Benefit Retirement Income Plan for Certain Employees of American Multi-Cinema, Inc. | 2024 | 27 50 | INVESTMENT ADVISOR | $44,415 |
| Pipefitters Local 636 Defined Benefit Pension Fund | 2024 | 27 28 50 51 | NONE | $31,039 |
| Defined Benefit Retirement Income Plan for Certain Employees of American Multi-Cinema, Inc. | 2023 | 27 50 | INVESTMENT ADVISOR | $54,950 |
+4 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
- JP Morgan Chase Bank no longer appears on Wiltel Communications, LLC Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with this firmaskebsa.dol.gov