DFX Intelligence
Cbiz Benefits & Insurance Services
unclassified
unclassified
18 more other clients and 46 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
21 allocators
- Ampex Consolidated Retirement Plan Actuarythrough Dec 31, 2023
- Ohio Farm Bureau Federation Retirement Plan Actuarythrough Dec 31, 2023
- Texas United Corporation Pension Plan Actuarythrough Dec 31, 2023
+18 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
49 rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Univest Financial Corporation Retirement Plan | 2024 | 11 | enrolled actuary | |
| United Disability Services Defined Benefit Plan | 2024 | 11 | enrolled actuary | |
| Smithfoods Orrville Inc. Union Pension Plan | 2024 | 11 | enrolled actuary |
+46 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.