DFX Intelligence
This firm's name and 1 more Schedule C row
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
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
- Local No. 41 Ibew Pension Plan General consultantthrough Apr 30, 2023 Form 5500
Schedule C rows
4 rows, $26,144 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Local No. 41 Ibew Pension Plan | 2024 | 15 16 | NONE | $6,979 |
| Local No. 41 Ibew Pension Plan | 2023 | 16 | NONE | $6,483 |
| Asbestos Workers Syracuse Pension Fund | 2022 | 28 51 | NONE | $6,948 |
+1 more Schedule C row
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
- PCA Technologies Group, Inc. no longer appears on Asbestos Workers Syracuse Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with this firmaskebsa.dol.gov