DFX Intelligence
This firm's name and 3 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
- Retirement Plan of Marathon Oil Company General consultantthrough Aug 1, 2025 Form 5500
- United Mine Workers of America 1974 Pension Plan General consultantthrough Jun 30, 2023 Form 5500
Schedule C rows
6 rows, $157,741 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Retirement Plan of Marathon Oil Company | 2025 | 16 50 | N/A | $23,310 |
| Retirement Plan of Marathon Oil Company | 2024 | 16 50 | NONE | $60,235 |
| United Mine Workers of America 1974 Pension Plan | 2023 | 16 49 | NONE | $13,514 |
+3 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