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

Cash Balance Actuaries, LLC

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
8 allocators
Schedule C rows
12 rows
PlanPlan yearCodesRelationship as filedDirect compensation
Midwest Radiology, P.A. Cash Balance Pension Plan202511enrolled actuary
The Farmers Bank Defined Benefit Pension Plan202511enrolled actuary
Scott Equipment Company Cash Balance Plan202411enrolled actuary
Carr Allison Cash Balance Plan202411enrolled actuary
AGM Container Controls, Inc. Defined Benefit Pension Plan202411enrolled actuary
John Bouchard & Sons Co. Cash Balance Plan202411enrolled actuary
Midwest Radiology, P.A. and Affiliates Cash Balance Plan202411enrolled actuary
The Farmers Bank Defined Benefit Pension Plan202411enrolled actuary
Midwest Radiology, P.A. and Affiliates Cash Balance Plan202311enrolled actuary
AGM Container Controls, Inc. Defined Benefit Pension Plan202311enrolled actuary
Midwest Radiology, P.A. and Affiliates Cash Balance Plan202211enrolled actuary
Asmoc Pension Plan202211enrolled actuary
What changed
No dated events.