DFX Intelligence
Mercer Investment Consulting, Inc.
unclassified· NY
unclassified
4 more advisory clients and 13 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
7
Schedule C, ACFR
Public-system clients
1
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
7 allocators
- Houston Police Officers Pension System General consultantthrough Jun 30, 2024 ACFR
- Retirement Plan for Administrative and Racing Employees of the New York Racing Association, Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Penske Cash Balance Benefit Plan Pension consultantthrough Dec 31, 2022 Form 5500
+4 more advisory 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.
Schedule C rows
16 rows, $703,268 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| ABX Air, Inc. Retirement Income Plan | 2024 | 27 50 | NONE | $132,751 |
| Pension Plan for Union Employees of the New York Racing Association, Inc. | 2024 | 27 50 | NONE | $82,552 |
| ABX Air, Inc Pilots Minimum Monthly Retirement Income Plan | 2024 | 27 50 | NONE | $53,216 |
+13 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.
What changed
- Mercer Investment Consulting Inc. no longer appears on Penske Cash Balance Benefit Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Mercer Investment Consulting, Inc.askebsa.dol.gov