DFX Intelligence
Nwps
unclassified
unclassified
37 more other clients and 173 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
40 allocators
- Carepoint Health, LLC Cash Balance Plan II Actuarythrough Dec 31, 2024
- Clifford Chance US LLP Partner Pension Plan I Actuarythrough Dec 31, 2023
- Media Guild Retirement Plan Actuarythrough Dec 31, 2023
+37 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
176 rows, $5.7M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Directors Guild of America-Producer Pension Plan Basic Benefit Plan | 2024 | 11 | NONE | $161,122 |
| U.A. Local No. 393 Defined Benefit Pension Plan | 2024 | 11 50 | NONE | $143,745 |
| Northern California Pipe Trades Pension Plan | 2024 | 11 17 50 | NONE | $131,100 |
+173 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
- Northwest Plan Services appears on Northern California Pipe Trades Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Nwpsaskebsa.dol.gov
- Kaufmann & Goble no longer appears on Northern California Pipe Trades Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Nwpsaskebsa.dol.gov