DFX Intelligence
This firm's name, 5 more other clients and 23 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
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
8 allocators
- GAY & Robinson, Inc. Pension Plan for Hourly Employees Trusteethrough Dec 31, 2022
- Pension Plan for City Mill Company Limited and Its Subsidiaries Trusteethrough Dec 31, 2022
- Food Pantry, Ltd. Pension Plan Trusteethrough Dec 31, 2022
+5 more 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
26 rows, $2.8M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| this firm | 2024 | 21 25 50 | TRUSTEE | $523,823 |
| Hgea Staff Retirement Plan | 2024 | 28 51 | NONE | $102,182 |
| Pension Plan for Classified Employees of Gasco, Inc. | 2024 | 21 50 | TRUSTEE | $85,725 |
+23 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