DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Not an allocator
Baker Tilly Virchow Krause, LLP
Not an allocator
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
2 allocators
- Little Village School Defined Benefit Plan Investment adviser (plan)through Jun 30, 2024 Form 5500
- Duquesne Light Company Defined Benefit Retirement Plan General consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
4 rows, $45,500 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Little Village School Defined Benefit Plan | 2023 | 10 27 50 | ACCOUNTANT | $16,800 |
| Duquesne Light Company Defined Benefit Retirement Plan | 2023 | 16 | NONE | |
| Lehigh Valley Health Network, Inc. Retirement Plan | 2022 | 28 | NONE | $28,700 |
| Duquesne Light Company Defined Benefit Retirement Plan | 2022 | 16 | NONE |
What changed
- Baker Tilly US LLP no longer appears on Little Village School Defined Benefit Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Baker Tilly Virchow Krause, LLPaskebsa.dol.gov
- Baker Tilly US LLP appears on Little Village School Defined Benefit Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Baker Tilly Virchow Krause, LLPaskebsa.dol.gov
- Baker Tilly no longer appears on Lehigh Valley Health Network, Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Baker Tilly Virchow Krause, LLPaskebsa.dol.gov