DFX Intelligence
Investment consultant
unclassified
unclassified
This firm's name and 6 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.
7 days of DFX Intelligence free, then $199/month unless canceled.
Advisory clients on the tape
2
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
2 allocators
- Piper Aircraft Corporation Pension Plan Pension consultantthrough Dec 31, 2023 Form 5500
- Walton Electric Membership Corporation Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
1 allocator
- Retirement Plan for Salaried Employees of Rayonier Inc. Actuarythrough Dec 31, 2023
Schedule C rows
9 rows, $1.2M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Retirement Plan for Salaried Employees of Rayonier Inc. | 2024 | 11 | ACTUARY | $262,173 |
| Graco Employee Retirement Plan - Blue | 2024 | 28 51 | NONE | $42,470 |
| Retirement Plan for Salaried Employees of Rayonier Inc. | 2023 | 11 | ACTUARY | $286,928 |
+6 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
What changed
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov