DFX Intelligence
This firm's name, 66 more other clients and 142 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 $249/month unless canceled.
Investment consultant
unclassified
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
1
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
1 allocator
Other roles
69 allocators
- Actuarythrough Dec 31, 2025
- The Retirement Plan for Employees of Middlesex Federal Savings, F.A. Actuarythrough Aug 31, 2025
- Pension Plan for Employees of Coca-Cola Beverages Northeast, Inc. Actuarythrough Dec 31, 2024
+66 more clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Schedule C rows
145 rows, $1.4M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| 2025 | 11 | enrolled actuary | ||
| Weir Floway, Inc. Pension Plan Dbpp | 2024 | 11 50 | NONE | $160,133 |
| 2024 | 16 50 | CONSULTANT | $129,850 |
+142 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
What changed
- Dec 31, 2023Consultant changedinferencewith this firmaskebsa.dol.gov