DFX Intelligence
This firm's name
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 Texas
unclassified· TX
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
- NEW Mexico Orthopaedic Associates, P.C. Defined Benefit Plan Pension consultantthrough Dec 31, 2023 Form 5500
Other roles
1 allocator
- Deltrol Corporation Office Employees' Retirement Plan Actuarythrough Dec 22, 2023
Schedule C rows
3 rows, $50,000 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| NEW Mexico Orthopaedic Associates, P.C. Defined Benefit Plan | 2024 | 17 50 | NONE | $18,750 |
| NEW Mexico Orthopaedic Associates, P.C. Defined Benefit Plan | 2023 | 17 50 | NONE | $31,250 |
| Deltrol Corporation Office Employees' Retirement Plan | 2023 | 11 | enrolled actuary |
What changed
- Nfp appears on NEW Mexico Orthopaedic Associates, P.C. Defined Benefit Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Nfpaskebsa.dol.gov