DFX Intelligence
NEW England Retirement Consultants
Investment consultant
4 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
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
14
filed Feb 27, 2026
ADV institutional RAUM
$2.1B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$113M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 1.00; discretionary RAUM $113M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocator
- Wise Foods Pension Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
Other roles
1 allocator
- Springfield Hospital Pension Plan Actuarythrough Sep 30, 2023
Schedule C rows
7 rows, $273,792 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Springfield Hospital Pension Plan | 2024 | 11 17 | NONE | $79,505 |
| Springfield Hospital Pension Plan | 2024 | 11 | enrolled actuary | |
| Springfield Hospital Pension Plan | 2023 | 11 17 | NONE | $88,250 |
+4 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.
Form ADV readings
Form ADV readings
- institutional clients 14 Feb 27, 2026 reported
- pension plan clients 14 Feb 27, 2026 reported
- raum discretionary $113M Feb 27, 2026 reported
- raum institutional $2.1B Feb 27, 2026 reported
- raum total $2.1B Feb 27, 2026 reported
What changed
- New England Retirement Consultants no longer appears on Wise Foods Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with NEW England Retirement Consultantsaskebsa.dol.gov
- New England Retirement Consultants appears on Wise Foods Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with NEW England Retirement Consultantsaskebsa.dol.gov