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
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
- Zurn Pension Plan General consultantthrough Dec 31, 2022 Form 5500
- District No. 9 International Association of Machin Aerospace Workers Pension Plan General consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
4 rows, $110,000 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Zurn Pension Plan | 2024 | 16 | NONE | $32,800 |
| Zurn Pension Plan | 2023 | 16 | NONE | $49,550 |
| Zurn Pension Plan | 2022 | 16 | NONE | $17,000 |
+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
- Dec 31, 2023Consultant changedinferenceDistrict No. 9 International Association of Machin Aerospace Workers Pension Planwith this firmaskebsa.dol.gov