DFX Intelligence
National Actuarial Services
unclassified
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
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
2 allocators
- Lava Lava, LLC Defined Benefit Plan & Trust Actuarythrough Dec 31, 2022
- Pathology & Billing Group Pension Plan Actuarythrough Dec 31, 2022
Schedule C rows
3 rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Pathology & Billing Group Pension Plan | 2023 | 11 | enrolled actuary | |
| Lava Lava, LLC Defined Benefit Plan & Trust | 2022 | 11 | enrolled actuary | |
| Pathology & Billing Group Pension Plan | 2022 | 11 | enrolled actuary |
What changed
No dated events.