DFX Intelligence

17 more advisory clients, 35 more Schedule C rows and 10 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Pension Benefit Information, LLC

unclassified· MN

unclassified

17 more advisory clients, 35 more Schedule C rows and 10 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

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

20 allocators

Hrsa-Ila Pension Plan General consultantthrough Sep 30, 2025 Form 5500
S.E.I.U. National Industry Pension Fund Pension consultantthrough Dec 31, 2024 Form 5500
NEW Jersey Building Laborers Statewide Pension Fund Pension consultantthrough Dec 31, 2024 Form 5500

+17 more advisory clients

Every name, record and relationship behind this count, with the source on each.

1 allocator

38 rows, $3.3M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
United Mine Workers of America 1974 Pension Plan	2024	16 50	NONE	$719,912
Pension Plan for Pactiv Evergreen	2024	49 51	NONE	$114,265
NEW Jersey Building Laborers Statewide Pension Fund	2024	17 50	NONE	$112,516

+35 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Dec 31, 2025Consultant changedinferenceLocal 734 Pension Fund
Pension Benefit Information, LLC no longer appears on Local 734 Pension Fund's Schedule C as pension consultant (plan year 2025 vs 2024)
with Pension Benefit Information, LLCaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceHrsa-Ila Pension Plan
The Berwyn Group, Inc USA appears on Hrsa-Ila Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
with Pension Benefit Information, LLCaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceLocal 734 Pension Fund
Pension Benefit Information, LLC appears on Local 734 Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023)
with Pension Benefit Information, LLCaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceThe Associated Press Consolidated Retirement Plan
Pension Benefit Information, LLC appears on The Associated Press Consolidated Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023)
with Pension Benefit Information, LLCaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceNCR Pension Plan
Pension Benefit Information no longer appears on NCR Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
with Pension Benefit Information, LLCaskebsa.dol.gov

+10 more dated events

Every name, record and relationship behind this count, with the source on each.