DFX Intelligence
O'Sullivan Associates
unclassified· NJ
unclassified
32 more other clients and 116 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
1
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
1 allocator
- Rochester Laborers Pension Fund ActuaryPension consultantthrough Dec 31, 2025 Form 5500
Other roles
35 allocators
- Roofers Local 195 Pension Fund Actuarythrough Jun 30, 2025
- Teamsters Local 575 Pension Fund Actuarythrough Dec 31, 2024
- Local 111 Pension Fund Actuarythrough Nov 30, 2023
+32 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
119 rows, $799,450 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Rochester Laborers Pension Fund | 2025 | 17 50 | NONE | $73,817 |
| Rochester Laborers Pension Fund | 2025 | 11 | enrolled actuary | |
| Pension Plan Private Sanitation Union Local 813 Ibt | 2024 | 11 50 | NONE | $62,163 |
+116 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.