DFX Intelligence
This firm's name
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 Kentucky
unclassified· KY
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
- United Steelworkers of America, Afl-Cio-Clc Highway Contractors Multi-Employer Pension Plan Pension consultantthrough Aug 31, 2023 Form 5500
Schedule C rows
2 rows, $12,000 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| United Steelworkers of America, Afl-Cio-Clc Highway Contractors Multi-Employer Pension Plan | 2024 | 17 | NONE | $6,000 |
| United Steelworkers of America, Afl-Cio-Clc Highway Contractors Multi-Employer Pension Plan | 2022 | 17 | CONSULTANT | $6,000 |
What changed
- Dec 31, 2024Consultant changedinferenceUnited Steelworkers of America, Afl-Cio-Clc Highway Contractors Multi-Employer Pension Planwith this firmaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceUnited Steelworkers of America, Afl-Cio-Clc Highway Contractors Multi-Employer Pension PlanGroup Benefit Services Inc. no longer appears on United Steelworkers of America, Afl-Cio-Clc Highway Contractors Multi-Employer Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with this firmaskebsa.dol.gov