DFX Intelligence
This firm's name and 12 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
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
- this firm Pension consultantthrough Dec 31, 2025 Form 5500
- Osborn Retirement Plan Pension consultantthrough Dec 31, 2022 Form 5500
Other roles
3 allocators
- Catholic Financial Life Pension Plan Trusteethrough Dec 31, 2022
- North Central States Regional Council of Carpenters Pension Fund Custodianthrough Dec 31, 2022
- Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Custodianthrough Dec 31, 2022
Schedule C rows
15 rows, $3.6M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| this firm | 2025 | 13 15 17 19 21 24 27 28 38 51 64 70 | TRUSTEE | $716,687 |
| this firm | 2024 | 13 15 17 19 21 24 27 28 38 51 64 70 | TRUSTEE | $680,463 |
| Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin | 2024 | 13 19 21 28 50 | NONE | $157,773 |
+12 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
No dated events.