DFX Intelligence
This firm's name and 6 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
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
- Iowa Ironworkers Heavy Highway Defined Benefit Pension Plan Pension consultantthrough Sep 30, 2023 Form 5500
- Machinery Movers, Riggers & Mach. Erect. Local 136 Supplemental Retirement Plan Pension consultantthrough Jun 30, 2023 Form 5500
- Iowa Carpenters Heavy Highway/teamsters Jt. Council #45 Pension Plan Pension consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
9 rows, $179,100 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Machinery Movers, Riggers & Mach. Erect. Local 136 Supplemental Retirement Plan | 2024 | 17 | NONE | $30,000 |
| Iowa Ironworkers Heavy Highway Defined Benefit Pension Plan | 2024 | 17 | NONE | $20,100 |
| Iowa Carpenters Heavy Highway/teamsters Jt. Council #45 Pension Plan | 2024 | 17 | NONE | $9,600 |
+6 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
No dated events.