DFX Intelligence
This firm's name, 4 more other clients and 9 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
0
Schedule C, ACFR
Public-system clients
1
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
No advisory client relationship on the tape.
Other roles
7 allocators
- Alaska Teachers' Retirement System (TRS-DB) Actuarythrough Jun 30, 2025
- The Bangor Publishing Company Pension Plan Actuarythrough Dec 31, 2024
- Elevance Health Cash Balance Plan B Actuarythrough Dec 31, 2024
+4 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
12 rows, $729,256 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Elevance Health Cash Balance Plan a | 2024 | 11 16 65 | ADMINISTRATION | $551,947 |
| The Bangor Publishing Company Pension Plan | 2024 | 11 | ACTUARY | $90,898 |
| Elevance Health Cash Balance Plan B | 2024 | 11 16 65 | ACTUARY | $86,411 |
+9 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