DFX Intelligence
This firm's name, 9 more other clients and 24 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
unclassified
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
12 allocators
- Goodwin Procter LLP Cash Balance Retirement Plan Trusteethrough Sep 30, 2025
- Goodwin Procter LLP Cash Balance Retirement Plan II Trusteethrough Sep 30, 2025
- Retirement Plan for Pilots of Piedmont Airlines, Inc. Trusteethrough Dec 31, 2023
+9 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
27 rows, $952,525 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Retirement Program for Employees of Enpro Industries, Inc. and Affiliated Companies | 2024 | 21 50 | NONE | $199,517 |
| Latham & Watkins Cash Balance Plan | 2024 | 21 50 | TRUSTEE | $47,977 |
| Compensation at Retirement Plan | 2024 | 21 27 28 50 52 99 | NONE | $41,754 |
+24 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
- Dec 31, 2024Holding endedinferenceAmended Employees' Pension and Investment Plan of the Hunt Corporation and Related Companies