DFX Intelligence
This firm's name
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
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
- Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust Investment adviser (plan)through Dec 31, 2022 Form 5500
- Park Community Credit Union Cash Balance Defined Benefit Plan and Trust Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
2 rows, $238,515 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust | 2022 | 27 51 | NONE | $155,254 |
| Park Community Credit Union Cash Balance Defined Benefit Plan and Trust | 2022 | 27 | NONE | $83,261 |
What changed
- Dec 31, 2023Consultant changedinferencePark Community Credit Union Cash Balance Defined Benefit Plan and Trustwith this firmaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceCoastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trustwith this firmaskebsa.dol.gov