DFX Intelligence
Gabriel, Roeder, Smith & Company
unclassified
unclassified
21 more other clients and 9 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
21
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
24 allocators
- OPERS Traditional DB Pension Plan Actuarythrough Dec 31, 2025
- Illinois Municipal Retirement Fund (IMRF) Actuarythrough Dec 31, 2025
- Texas Employees Retirement System Actuarythrough Aug 31, 2025
+21 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
12 rows, $530,414 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| ST. Joseph Health Services of Rhode Island Retirement Plan | 2024 | 11 13 50 | NONE | $68,020 |
| Pension Plan of Tallahassee Memorial Healthcare, Inc. | 2024 | 11 | enrolled actuary | |
| ST. Joseph Health Services of Rhode Island Retirement Plan | 2024 | 11 | enrolled actuary |
+9 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
- Gabriel, Roeder, Smith & Company no longer appears on Wynne Building Corporation Employees' Pension Trust's Schedule C as pension consultant (plan year 2024 vs 2023)with Gabriel, Roeder, Smith & Companyaskebsa.dol.gov