DFX Intelligence

This firm's name, 5 more advisory clients, 30 more Schedule C rows and 5 more dated events

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.

OCIO in California

OCIO· Aliso Viejo, CA

No date on record · this record

OCIOprobableDC plan focus

No date on record · this record

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

1,395

filed Mar 31, 2026

ADV institutional RAUM

$36B

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

$39B

Item 5.F

Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.94; discretionary RAUM $39B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.

Advisory clients

8 allocators

Amalgamated Sugar Company Salaried Retirement Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
Pafmg Cash Balance Plan II Investment adviser (plan)through Dec 31, 2024 Form 5500
Producer-Writers Guild of America Pension Plan General consultantthrough Dec 31, 2023 Form 5500

+5 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.

Other roles

3 allocators

Fuerst Group Pension Plan Actuarythrough Dec 30, 2023
Nassau Candy Pension Plan Actuarythrough Sep 30, 2023
Liberty Lines Transit, Inc. Pension Plan Actuarythrough Dec 31, 2022

Schedule C rows

33 rows, $567,219 direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Retirement Plan for Salaried Employees of Rayonier Inc.	2024	27	INVESTMENT ADVISOR	$54,571
Producer-Writers Guild of America Pension Plan	2024	16 50	NONE	$25,994
Amalgamated Sugar Company Salaried Retirement Plan	2024	27	NONE	$25,781

+30 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.

Form ADV readings

institutional clients 1,395 Mar 31, 2026 reported
pension plan clients 1,395 Mar 31, 2026 reported
raum discretionary $39B Mar 31, 2026 reported
raum institutional $36B Mar 31, 2026 reported
raum total $39B Mar 31, 2026 reported

What changed

Dec 31, 2024Manager relationship startedAmalgamated Sugar Company Hourly Retirement Plan
NFP Retirement Inc appears on Amalgamated Sugar Company Hourly Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceAmalgamated Sugar Company Salaried Retirement Plan
NFP Retirement Inc appears on Amalgamated Sugar Company Salaried Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferencePafmg Cash Balance Plan II
NFP Retirement, Inc. appears on Pafmg Cash Balance Plan II's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceTN Americas Holdings, Inc. Defined Benefit Plan - Erwin Plant Employees
NFP Retirement Inc. no longer appears on TN Americas Holdings, Inc. Defined Benefit Plan - Erwin Plant Employees's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
with this firmaskebsa.dol.gov
Dec 31, 2023Manager relationship startedBI Technologies Corporation Retirement Plan
NFP Retirement Inc appears on BI Technologies Corporation Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
with this firmaskebsa.dol.gov

+5 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.