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

unclassified

No date on record · this record

unclassified

No date on record · this record

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

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

Schedule C rows

3 rows, $16,800 direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Bohn Aluminum Inc Bulter Indiana Pension for Hourly Employees Represented by Local No 1317 Uaw	2024	10 27 50	ACCOUNTANT	$5,600
Camden Casting Center, Inc. Hourly Pension Plan	2024	10 27 50	ACCOUNTANT	$5,600
Grede Wisconsin LLC Retirement Income Plan	2024	10 27 50	ACCOUNTANT	$5,600

What changed

Dec 31, 2024Consultant changedinferenceCamden Casting Center, Inc. Hourly Pension Plan
GJC Cpa's Advisors appears on Camden Casting Center, Inc. Hourly Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
with Gjcaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceGrede Wisconsin LLC Retirement Income Plan
GJC CPAS Advisors appears on Grede Wisconsin LLC Retirement Income Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
with Gjcaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceBohn Aluminum Inc Bulter Indiana Pension for Hourly Employees Represented by Local No 1317 Uaw
Gjc appears on Bohn Aluminum Inc Bulter Indiana Pension for Hourly Employees Represented by Local No 1317 Uaw's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
with Gjcaskebsa.dol.gov