DFX Intelligence
Foster & Foster
unclassified· IL
unclassified
24 more other clients and 43 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
0
Schedule C, ACFR
Public-system clients
3
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
No advisory client relationship on the tape.
Other roles
27 allocators
- International Brotherhood of Teamsters Union Local 710 Pension Fund Actuarythrough Dec 31, 2025
- Mechanical Contractors Ua Local 119 Pension Plan Actuarythrough Dec 31, 2025
- Pottstown Memorial Medical Center Retirement Income Plan Actuarythrough Dec 31, 2025
+24 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.
Schedule C rows
46 rows, $99,600 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Mechanical Contractors Ua Local 119 Pension Plan | 2025 | 11 | enrolled actuary | |
| Pottstown Memorial Medical Center Retirement Income Plan | 2025 | 11 | enrolled actuary | |
| International Brotherhood of Teamsters Union Local 710 Pension Fund | 2025 | 11 | enrolled actuary |
+43 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
No dated events.