DFX Intelligence
Epic Retirement Plan Services
unclassified
unclassified
5 more other clients and 18 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
8 allocators
- Franklin Savings Bank Cash Balance Pension Plan Actuarythrough Sep 30, 2023
- Retirement Plan for Employees of Redington Fairview General Hospital Actuarythrough Jun 30, 2023
- Defined Benefit Pension Plan for the Employees of Parsons Child & Family Center Actuarythrough Jun 30, 2023
+5 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
21 rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Northwest Bank Pension Plan | 2024 | 11 | enrolled actuary | |
| The Retirement Plan of Kennebunk Savings Bank | 2024 | 11 | enrolled actuary | |
| Noritake Co., Inc. Pension Plan | 2024 | 11 | enrolled actuary |
+18 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
No dated events.