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.
unclassified
Fidelity Workplace Consulting
unclassified
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
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
No advisory client relationship on the tape.
Other roles
1 allocators
- Kimberly - Clark Puerto Rico, Inc. Retirement Plan Actuarythrough Dec 31, 2023
Schedule C rows
5 rows, $512,723 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Materion Corporation Pension Plan | 2024 | 13 51 | NONE | $213,376 |
| Kimberly - Clark Puerto Rico, Inc. Retirement Plan | 2024 | 11 | enrolled actuary | |
| Materion Corporation Pension Plan | 2023 | 13 51 | NONE | $245,720 |
| Kimberly - Clark Puerto Rico, Inc. Retirement Plan | 2023 | 11 | enrolled actuary | |
| Materion Corporation Pension Plan | 2022 | 13 51 | NONE | $53,627 |
What changed
No dated events.