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
Fulton Financial Advisors
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
- Stauffer Biscuit Company Pension Plan Pension consultantthrough May 31, 2025 Form 5500
Other roles
3 allocators
- Retirement Plan for Hourly and Salaried Employees of Donsco, Inc. Trusteethrough Jun 30, 2024
- Fulton Financial Affiliates Defined Benefit Pension Plan Directed trusteethrough Dec 31, 2022
- Irex Corporation Employees' Retirement Income Plan Trusteethrough Dec 31, 2022
Schedule C rows
10 rows, $596,840 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Stauffer Biscuit Company Pension Plan | 2025 | 17 19 21 24 28 49 50 51 99 | NONE | $24,206 |
| Stauffer Biscuit Company Pension Plan | 2024 | 17 19 21 24 28 49 50 51 99 | NONE | $125,602 |
| Retirement Plan for Hourly and Salaried Employees of Donsco, Inc. | 2024 | 21 25 27 28 50 | NONE | $77,059 |
| Fulton Financial Affiliates Defined Benefit Pension Plan | 2024 | 25 51 52 62 | NONE | $35,522 |
| Stauffer Biscuit Company Pension Plan | 2023 | 17 19 21 24 28 49 50 51 99 | NONE | $118,148 |
| Fulton Financial Affiliates Defined Benefit Pension Plan | 2023 | 25 51 52 62 | NONE | $35,020 |
| Retirement Plan for Hourly and Salaried Employees of Donsco, Inc. | 2023 | 21 25 27 28 50 | NONE | $7,303 |
| Stauffer Biscuit Company Pension Plan | 2022 | 17 19 21 24 28 49 50 51 99 | NONE | $117,450 |
| Fulton Financial Affiliates Defined Benefit Pension Plan | 2022 | 25 51 52 62 | NONE | $36,095 |
| Irex Corporation Employees' Retirement Income Plan | 2022 | 21 27 50 | NONE | $20,435 |
What changed
- Dec 31, 2023Manager relationship startedRetirement Plan for Hourly and Salaried Employees of Donsco, Inc.Fulton Financial Advisors appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)with Fulton Financial Advisorsaskebsa.dol.gov