DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
unclassified
Futureplan by Ascensus
unclassified
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
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
1 allocators
- Bass Cash Balance Plan Pension consultantthrough Dec 31, 2023 Form 5500
Other roles
35 allocators
- The Jackson Lewis P.C. Cash Balance Plan II Actuarythrough Dec 31, 2025
- Wisconsin Alumni Research Foundation Pension Plan Actuarythrough Jun 30, 2025
- Continental Motors Uaw Pension Plan Actuarythrough Dec 31, 2024
- Miner's, Inc. Defined Benefit Pension Plan Actuarythrough Dec 31, 2024
- Retirement Plan for Employees of a. Duda & Sons, Inc. Actuarythrough Dec 31, 2024
- Nesn Retirement Plan Actuarythrough Dec 31, 2024
- Southern Bank and Trust Company Pension Plan Actuarythrough Dec 31, 2024
- Employees Retirement Plan of Consolidated Shoe Company, Inc. Actuarythrough Dec 31, 2024
- Hourly Employees' Pension Plan of Rollex Corporation Actuarythrough Dec 31, 2024
- Pension Plan for Employees of Chase Corporation Actuarythrough Dec 31, 2024
- South Peninsula Hospital Employees Pension Plan and Trust Actuarythrough Dec 31, 2024
- The Orthopaedic Group, P.C. Pension Plan Actuarythrough Dec 31, 2024
- Meadville Forging Company Uswa Pension Plan Actuarythrough Dec 31, 2024
- Space Age Fuel, Inc. Cash Balance Plan Actuarythrough Dec 31, 2024
- Sears Manufacturing Company Defined Benefit Retirement Plan Actuarythrough Dec 31, 2024
- Texas Oncology P.A. Cash Balance Pension Plan Actuarythrough Dec 31, 2024
- MAG Mutual Insurance Company Defined Benefit Plan Actuarythrough Dec 31, 2024
- PCH Treatment, Inc. Defined Benefit Pension Plan Actuarythrough Dec 31, 2024
- Nana Regional Corporation, Inc. Employees' Pension Plan Actuarythrough Dec 31, 2023
- West Florida Medical Associates, P.A. Cash Balance Pension Plan Actuarythrough Dec 31, 2023
- Southern States, LLC Hourly Employees' Retirement Plan Actuarythrough Nov 30, 2023
- Southern States, LLC Salaried Employees' Retirement Plan Actuarythrough Nov 30, 2023
- Jack Rubin & Sons, Inc. Defined Benefit Pension Plan Actuarythrough Jul 15, 2023
- Langdale Forest Products Company Pension Plan Actuarythrough Mar 31, 2023
- Dixie Chemical Company, Inc. Retirement Plan Actuarythrough Dec 31, 2022
- Arc3 Gases Pension Plan Actuarythrough Dec 31, 2022
- Retirement Plan for Employees of Halocarbon Products Corporation Actuarythrough Dec 31, 2022
- First Financial Corporation Employees' Pension Plan Actuarythrough Dec 31, 2022
- Bank Independent Pension Plan Actuarythrough Dec 31, 2022
- SAN Antonio Winery, Inc. Defined Benefit Pension Plan Actuarythrough Dec 31, 2022
- Kanzaki Specialty Papers Pension Plan Actuarythrough Dec 31, 2022
- Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan Actuarythrough Dec 31, 2022
- Walton Electric Membership Corporation Pension Plan Actuarythrough Dec 31, 2022
- Judd Wire Retirement Plan Actuarythrough Dec 31, 2022
- Cambridge-Lee Industries, Inc. Employees Retirement Plan Actuarythrough Dec 31, 2022
Schedule C rows
55 rows, $202,865 direct compensation as filed
What changed
- Futureplan by Ascensus appears on Texas Oncology P.A. Cash Balance Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Futureplan by Ascensusaskebsa.dol.gov
- Futureplan by Ascensus appears on Bass Cash Balance Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Futureplan by Ascensusaskebsa.dol.gov