DFX Intelligence
This firm's name and 2 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 Kentucky
unclassified· KY
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
- Plumbers & Steamfitters Local No. 452 Pension Trust Fund Pension consultantthrough Jun 30, 2023 Form 5500
- Plumbers & Steamfitters Local 248- Pension Trust Plan Pension consultantthrough Mar 31, 2023 Form 5500
Schedule C rows
5 rows, $103,810 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Plumbers & Steamfitters Local No. 452 Pension Trust Fund | 2024 | 17 | NONE | $14,890 |
| Plumbers & Steamfitters Local 248- Pension Trust Plan | 2023 | 13 17 | CONTRACT ADMINISTRATOR | $33,513 |
| Plumbers & Steamfitters Local No. 452 Pension Trust Fund | 2023 | 17 | CONSULTING | $11,752 |
+2 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
- Umr no longer appears on Plumbers & Steamfitters Local 248- Pension Trust Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Umraskebsa.dol.gov