DFX Intelligence
Southern Actuarial Services
unclassified· GA
unclassified
7 more other clients and 54 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
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
No advisory client relationship on the tape.
Other roles
10 allocators
- Local Union 903 I.B.E.W. Pension Plan Actuarythrough Nov 30, 2023
- Ibew Local 505 Neca Pension Plan Actuarythrough Aug 31, 2023
- Plumbers and Pipefitters Local Union No. 803 Pension Fund Actuarythrough Jul 31, 2023
+7 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
57 rows, $587,900 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Plumbers and Steamfitters Local 102 Pension Plan | 2024 | 11 50 | NONE | $37,075 |
| Plumbers & Pipefitters Local Union 719 Pension Fund | 2024 | 11 50 | NONE | $28,850 |
| Tuscaloosa Plumbers & Steamfitters Local 372 Pension Plan | 2024 | 11 | NONE | $27,050 |
+54 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.