DFX Intelligence
This firm's name, 5 more other clients and 6 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
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
- The San Diego Union-Tribune LLC Retirement Plan General consultantthrough Dec 31, 2024 Form 5500
Other roles
8 allocators
- The Pittsburgh Symphony, Inc. Staff Pension Plan Actuarythrough Aug 31, 2025
- The Pittsburgh Symphony, Inc. Pension Plan Actuarythrough Aug 31, 2025
- Zimmer Surgical, Inc. Union Employees' Pension Plan Actuarythrough Dec 31, 2024
+5 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
9 rows, $1.3M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Employees' Retirement Plan of United Health Services | 2024 | 11 50 | ACTUARY | $537,185 |
| Belk Pension Plan | 2024 | 11 | NONE | $277,989 |
| Zimmer Biomet Holdings, Inc. Retirement Income Plan | 2024 | 11 50 | NONE | $157,913 |
+6 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