DFX Intelligence
This firm's name and 4 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 in Ohio
unclassified· OH
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
2 allocators
- SAN Diego Blood Bank Restated Pension Plan Custodianthrough Jun 30, 2023
- Mdwest One, P.C. Cash Balance Pension Plan Custodianthrough Dec 31, 2022
Schedule C rows
7 rows, $316,620 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Mdwest One, P.C. Cash Balance Pension Plan | 2024 | 15 18 19 49 59 60 63 64 99 | NONE | |
| Mdwest One, P.C. Cash Balance Pension Plan | 2023 | 15 18 19 49 59 60 63 64 99 | NONE | $73,149 |
| Senior Services Retirement Plan | 2023 | 28 64 | N/A | $39,279 |
+4 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
- with this firmaskebsa.dol.gov