DFX Intelligence
Fidelity Investments
unclassified· IL
unclassified
123 more other clients and 324 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
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
- Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute Investment adviser (plan)through Jun 30, 2024 Form 5500
- Retirement Plan for Partners of Quinn Emanuel Urquhart & Sullivan, LLP Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
126 allocators
- Associated Banc-Corp Retirement Account Plan Actuarythrough Dec 31, 2025
- Retirement Plan for Employees of Southern States Actuarythrough Jun 30, 2025
- Anaren Microwave, Inc. Pension Plan Actuarythrough Jun 30, 2025
+123 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
327 rows, $746,769 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Associated Banc-Corp Retirement Account Plan | 2025 | 11 50 | NONE | $70,865 |
| Associated Banc-Corp Retirement Account Plan | 2025 | 11 | enrolled actuary | |
| Associated Banc-Corp Retirement Account Plan | 2024 | 11 50 | NONE | $69,929 |
+324 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
- Dec 31, 2024Consultant changedinferenceRetirement Plan for Partners of Quinn Emanuel Urquhart & Sullivan, LLPFidelity Investments no longer appears on Retirement Plan for Partners of Quinn Emanuel Urquhart & Sullivan, LLP's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Fidelity Investmentsaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencePension Plan of the Pacific Northwest Laboratories Battelle Memorial InstituteFidelity Investments appears on Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Fidelity Investmentsaskebsa.dol.gov
- Fidelity - Emerging Asia Fund no longer appears on Riceland Foods, Inc. Employee Benefit Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Fidelity Investmentsaskebsa.dol.gov