DFX Intelligence
This firm's name and 10 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.
Not an allocator
Not an allocator
No date on record · this record
Not an allocator
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
- Gyrus Acmi, Inc. Pension Plan - Norwalk Union Employees Investment adviser (plan)through Dec 31, 2022 Form 5500
- Sabin Metal Corp. Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
2 allocators
- Whitehall Company Ltd. Pension Trust Trusteethrough Jan 31, 2023
- The Scripps Research Institute Cash Balance Retirement Plan Custodianthrough Dec 31, 2022
Schedule C rows
13 rows, $732,065 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Pension Plan for Employees of Jersey Shore Steel Company, Inc. | 2024 | 51 71 | BROKERAGE | $122,345 |
| Nextera Energy, Inc. Employee Pension Plan | 2024 | 28 51 | NONE | $85,400 |
| Gyrus Acmi, Inc. Pension Plan - Norwalk Union Employees | 2024 | 27 50 | NONE | $39,943 |
+10 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
- BB Core Plus appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceThe Scripps Research Institute Cash Balance Retirement Planwith this firmaskebsa.dol.gov