DFX Intelligence
This firm's name, 1 more advisory client and 9 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 Washington
unclassified· WA
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
4
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
4 allocators
- Glasgow, Inc. Pension Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
- First Data Corporation Retirement Plan Investment adviser (plan)through Dec 30, 2023 Form 5500
- Retirement Plan of Carilion Clinic Investment adviser (plan)through Sep 30, 2023 Form 5500
+1 more advisory client
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
12 rows, $1.5M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Land O'Lakes, Inc. Employee Retirement Plan | 2024 | 26 27 50 | NONE | $302,923 |
| Retirement Plan of Carilion Clinic | 2024 | 27 28 | NONE | $103,862 |
| The Mauser Consolidated Pension Plan | 2024 | 28 50 | NONE | $7,191 |
+9 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
- with this firmaskebsa.dol.gov