DFX Intelligence
This firm's name, 2 more advisory clients and 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 $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
5
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
5 allocators
- Medical Extrusion Technologies, Inc. Defined Benefit Plan Pension consultantthrough Dec 31, 2023 Form 5500
- Carthage Area Hospital Employees Pension Plan Investment adviser (plan)through May 31, 2023 Form 5500
- Retirement Plan for the Employees of Iluka Resources Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
+2 more advisory 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
11 rows, $112,685 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Medical Extrusion Technologies, Inc. Defined Benefit Plan | 2024 | 17 27 | INVESTMENT ADVISOR | $66,205 |
| Retirement Plan for the Employees of Iluka Resources Inc. | 2024 | 27 99 | INVESTMENT ADVISORY | |
| Employee Benefits Plan of Methodist Children's Home Society | 2024 | 27 99 | INVESTMENT ADVISORY |
+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 $249/month unless canceled.
What changed
- LPL Holdings, Inc. no longer appears on VF Corporation Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with this firmaskebsa.dol.gov