DFX Intelligence
Fidelity Management
unclassified
unclassified
8 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
3
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
3 allocators
- Visa Retirement Plan Pension consultantthrough Sep 30, 2025 Form 5500
- Moody's Corporation Retirement Account General consultantthrough Dec 31, 2022 Form 5500
- Hardwicke Chemical Inc. Pension Plan General consultantthrough Dec 31, 2022 Form 5500
Other roles
2 allocators
- Gerber Pension Plan Trusteethrough Dec 31, 2023
- RGA Reinsurance Company Performance Pension Plan Actuarythrough Dec 31, 2022
Schedule C rows
11 rows, $1.9M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Visa Retirement Plan | 2024 | 15 17 50 | NONE | $266,320 |
| RGA Reinsurance Company Performance Pension Plan | 2024 | 11 13 15 62 64 | ADMIN-ACTUARY | $256,271 |
| Moody's Corporation Retirement Account | 2024 | 16 50 | CONSULTANT | $198,000 |
+8 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
- Fidelity Workplace appears on Visa Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Fidelity Managementaskebsa.dol.gov