DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
unclassified
Shore Tompkins Actuarial Resources
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
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
No advisory client relationship on the tape.
Other roles
4 allocators
- D.F. King & Co., Inc. Pension Plan Actuarythrough Dec 31, 2023
- Sterling Federal Bank, Fsb Retirement Plan and Trust Actuarythrough Sep 30, 2023
- EBP of Lutheran Child & Family Services of Illinois Actuarythrough Jun 30, 2023
- Sterling Spring, L.L.C. Retirement Plan Actuarythrough Dec 31, 2022
Schedule C rows
12 rows, $206,879 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| EBP of Lutheran Child & Family Services of Illinois | 2024 | 11 15 | NONE | $13,368 |
| D.F. King & Co., Inc. Pension Plan | 2024 | 11 | enrolled actuary | |
| Sterling Spring, L.L.C. Retirement Plan | 2024 | 11 | enrolled actuary | |
| Sterling Federal Bank, Fsb Retirement Plan and Trust | 2024 | 11 | enrolled actuary | |
| EBP of Lutheran Child & Family Services of Illinois | 2023 | 11 15 | NONE | $193,511 |
| Sterling Federal Bank, Fsb Retirement Plan and Trust | 2023 | 11 | enrolled actuary | |
| Sterling Spring, L.L.C. Retirement Plan | 2023 | 11 | enrolled actuary | |
| D.F. King & Co., Inc. Pension Plan | 2023 | 11 | enrolled actuary | |
| EBP of Lutheran Child & Family Services of Illinois | 2023 | 11 | enrolled actuary | |
| Sterling Spring, L.L.C. Retirement Plan | 2022 | 11 | enrolled actuary | |
| EBP of Lutheran Child & Family Services of Illinois | 2022 | 11 | enrolled actuary | |
| Sterling Federal Bank, Fsb Retirement Plan and Trust | 2022 | 11 | enrolled actuary |
What changed
No dated events.