DFX Intelligence

38 more other clients and 193 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.

First Actuarial Consulting, LLC

unclassified

38 more other clients and 193 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

Schedule C, ACFR

Public-system clients

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

2 allocators

Suburban Wholesalers Association Pension Plan ActuaryPension consultantthrough Mar 31, 2025 Form 5500
Local 1783 I.B.E.W. Pension Fund Pension consultantthrough Dec 31, 2022 Form 5500

41 allocators

+38 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.

196 rows, $5.8M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Local 1102 Retirement Trust	2025	11 50	NONE	$51,000
Iuoe Local 295-295b,c Pension Fund	2025	11 17 50	NONE	$43,850
Local 1102 Amalgamated Pension Fund	2025	11 50	NONE	$39,500

+193 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.

Dec 31, 2024Consultant changedinferenceIuoe Local 295-295b,c Pension Fund
First Actuarial Consulting, Inc appears on Iuoe Local 295-295b,c Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023)
with First Actuarial Consulting, LLCaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceSuburban Wholesalers Association Pension Plan
First Actuarial Consulting Inc. no longer appears on Suburban Wholesalers Association Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
with First Actuarial Consulting, LLCaskebsa.dol.gov
Dec 31, 2023Consultant changedinferenceNurses and Local 813 Ibt Retirement Plan
First Actuarial Consulting Inc appears on Nurses and Local 813 Ibt Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
with First Actuarial Consulting, LLCaskebsa.dol.gov