DFX Intelligence
This firm's name, 6 more other clients and 33 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 in Pennsylvania
unclassified· PA
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
- Hagerstown Motor Carriers and Teamsters Pension Plan General consultantActuarythrough Jun 30, 2023 Form 5500
Other roles
9 allocators
- Teamsters Local No. 35 Pension Plan Actuarythrough Dec 31, 2025
- Ufcw Union Local 919 & Contributing Employers Non-Food Pension Fund Actuarythrough Aug 31, 2025
- Wood Wire and Metal Lathing Ind. General Pension Plan & General Pension Fund Actuarythrough Dec 31, 2024
+6 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
36 rows, $994,306 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Teamsters Local No. 35 Pension Plan | 2025 | 11 12 13 50 | NONE | $64,885 |
| Cement Masons Union Local 592 Pension Plan | 2024 | 11 50 | NONE | $82,172 |
| Hagerstown Motor Carriers and Teamsters Pension Plan | 2024 | 11 50 | NONE | $75,761 |
+33 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
- with this firmaskebsa.dol.gov