DFX Intelligence
Matrix
unclassified
unclassified
5 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
3 allocators
- Weyco Group, Inc. Pension Plan Trusteethrough Dec 31, 2025
- Retirement Plan for Employees of South Jersey Industries, Inc. Directed trusteethrough Sep 30, 2023
- Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. Directed trusteethrough Sep 30, 2023
Schedule C rows
8 rows, $370,004 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Weyco Group, Inc. Pension Plan | 2025 | 21 | NONE | $39,931 |
| Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. | 2024 | 25 | NONE | $54,699 |
| Retirement Plan for Employees of South Jersey Industries, Inc. | 2024 | 25 | NONE | $51,679 |
+5 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.