DFX Intelligence
This firm's name, 19 more other clients and 60 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.
Not an allocator
Not an allocator
No date on record · this record
Not an allocator
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
- Encyclopaedia Britannica Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
22 allocators
- Isabella Bank Corporation Employee Retirement Plan Actuarythrough Dec 31, 2025
- The Retirement Plan for Employees of Franklin Savings Bank Actuarythrough Dec 31, 2025
- Rand-Whitney Retirement Plan for Members of Bargaining Units Actuarythrough Dec 31, 2025
+19 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
63 rows, $336,162 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Isabella Bank Corporation Employee Retirement Plan | 2025 | 11 | enrolled actuary | |
| Rand-Whitney Retirement Plan for Members of Bargaining Units | 2025 | 11 | enrolled actuary | |
| The Retirement Plan for Employees of Franklin Savings Bank | 2025 | 11 | enrolled actuary |
+60 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