DFX Intelligence

Allocator Intelligence

Foster & Foster, Inc

unclassified· FL
unclassified

13 more other clients and 30 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

16 allocators

+13 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

33 rows, $1.4M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Pottstown Memorial Medical Center Retirement Income Plan202511 49ACTUARY$65,195
Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund202411NONE$69,711
SIU Pacific District Pension Plan202411 50NONE$52,000

+30 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

  • Dec 31, 2024Consultant changedinferenceIbew Local 701 Pension Fund
    Foster & Foster Inc no longer appears on Ibew Local 701 Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with Foster & Foster, Incaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinferenceIbew Local 701 Pension Fund
    Foster & Foster Inc appears on Ibew Local 701 Pension Fund's Schedule C as general consultant (plan year 2023 vs 2022)
    with Foster & Foster, Incaskebsa.dol.gov