DFX Intelligence
U.S. Bank, N.A.
unclassified· OH
unclassified
30 more other clients and 81 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
33 allocators
- Retirement Plan for Employees of Puget Sound Energy, Inc. Trusteethrough Dec 31, 2025
- National Cargo Bureau, Inc. Pension Plan Trusteethrough Jun 30, 2025
- Woodward Hrt Pension Plan Trusteethrough Dec 31, 2024
+30 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
84 rows, $4.3M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Retirement Plan for Employees of Puget Sound Energy, Inc. | 2025 | 21 50 | NONE | $164,170 |
| Retirement Plan for Employees of Puget Sound Energy, Inc. | 2024 | 21 50 | NONE | $142,807 |
| Meriter Health Services Employee Retirement Plan | 2024 | 21 50 | TRUSTEE | $130,653 |
+81 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.