DFX Intelligence
This firm's name, 32 more other clients and 52 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
1
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
1 allocator
- Bass Cash Balance Plan Pension consultantthrough Dec 31, 2023 Form 5500
Other roles
35 allocators
- The Jackson Lewis P.C. Cash Balance Plan II Actuarythrough Dec 31, 2025
- Wisconsin Alumni Research Foundation Pension Plan Actuarythrough Jun 30, 2025
- Continental Motors Uaw Pension Plan Actuarythrough Dec 31, 2024
+32 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
55 rows, $202,865 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| The Jackson Lewis P.C. Cash Balance Plan II | 2025 | 11 | enrolled actuary | |
| Bass Cash Balance Plan | 2024 | 17 50 | NONE | $55,493 |
| Texas Oncology P.A. Cash Balance Pension Plan | 2024 | 11 16 50 | NONE | $38,598 |
+52 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
- with this firmaskebsa.dol.gov