DFX Intelligence

66 more other clients and 142 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 $199/month unless canceled.

Gallagher Benefit Services, Inc.

unclassified

66 more other clients and 142 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 $199/month unless canceled.

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

1 allocator

69 allocators

+66 more clients

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

145 rows, $1.4M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
The Joseph a. Bank Mfg. Co., Inc. Defined Benefit Pension Plan	2025	11	enrolled actuary
Weir Floway, Inc. Pension Plan Dbpp	2024	11 50	NONE	$160,133
Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust	2024	16 50	CONSULTANT	$129,850

+142 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Dec 31, 2023Consultant changedinferenceIdaho Central Credit Union Cash Balance Defined Benefit Plan and Trust
Gallagher Benefit Services appears on Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust's Schedule C as general consultant (plan year 2023 vs 2022)
with Gallagher Benefit Services, Inc.askebsa.dol.gov