DFX Intelligence
This firm's name and 13 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
2
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
2 allocators
- Wilco Automotive Retirement Plan Investment adviser (plan)through Apr 30, 2024 Form 5500
- H.C. Duke & Son, LLC Defined Benefit Plan & Trust Investment adviser (plan)through Nov 30, 2023 Form 5500
Other roles
1 allocator
- Bricklayers Union Local No. 6 of Indiana Pension F Custodianthrough Jun 30, 2023
Schedule C rows
16 rows, $572,114 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Jackson Park Hospital Foundation Pension Plan | 2025 | 28 | $10,865 | |
| Wilco Automotive Retirement Plan | 2024 | 27 | INVESTMENT MANAGER | $22,110 |
| Bricklayers Union Local No. 6 of Indiana Pension F | 2024 | 19 28 50 | NONE | $14,765 |
+13 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
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- First Midwest Bank Trust Divison no longer appears on Wilco Automotive Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with this firmaskebsa.dol.gov