DFX Intelligence

18 more advisory clients, 32 more Schedule C rows and 11 more dated events

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.

Pacific Resources Benefit

unclassified

18 more advisory clients, 32 more Schedule C rows and 11 more dated events

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

Schedule C, ACFR

Public-system clients

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

21 allocators

Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute General consultantthrough Jun 30, 2025 Form 5500
Avient Merged Pension Plan General consultantthrough Dec 31, 2024 Form 5500
Sutter Health Retirement Plan Pension consultantthrough Dec 31, 2024 Form 5500

+18 more advisory 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.

35 rows, $2.8M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute	2024	16	NONE	$169,742
Sutter Health Retirement Plan	2024	17 50	NONE	$82,490
The Boeing Company Employee Retirement Plan	2024	16	SERVICE PROVIDER	$64,551

+32 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.

Dec 31, 2024Consultant changedinferencePension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute
Strategic Non-Medical Solutions appears on Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute's Schedule C as general consultant (plan year 2024 vs 2023)
with Pacific Resources Benefitaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceTarget Corporation Pension Plan
Herron Palmer appears on Target Corporation Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
with Pacific Resources Benefitaskebsa.dol.gov
Dec 31, 2024Consultant changedinferencePepco Holdings LLC Retirement Plan
Pacific Resources Benefits Advisors no longer appears on Pepco Holdings LLC Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023)
with Pacific Resources Benefitaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceExelon Corporation Retirement Program
Pacific Resources Benefits Advisors no longer appears on Exelon Corporation Retirement Program's Schedule C as general consultant (plan year 2024 vs 2023)
with Pacific Resources Benefitaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceSutter Health Retirement Plan
Herronpalmer appears on Sutter Health Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
with Pacific Resources Benefitaskebsa.dol.gov

+11 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.