DFX Intelligence
Principal Financial Group
unclassified
unclassified
339 more other clients and 397 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
342 allocators
- Defined Benefit Pension Plan of the Allendale Association Actuarythrough Dec 31, 2025
- The Pension Plan for the Mott Children's Health Center Actuarythrough Dec 31, 2025
- Pension Plan for Employees of the Charles Stewart Mott Foundation Actuarythrough Dec 31, 2025
+339 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
400 rows, $167,977 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Pension Plan for Employees of the Charles Stewart Mott Foundation | 2025 | 11 | enrolled actuary | |
| Defined Benefit Pension Plan of the Allendale Association | 2025 | 11 | enrolled actuary | |
| Carhartt, Inc. Pension Plan | 2025 | 11 | enrolled actuary |
+397 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.