DFX Intelligence
This firm's name and 7 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
- Stauffer Biscuit Company Pension Plan Pension consultantthrough May 31, 2025 Form 5500
Other roles
3 allocators
- Retirement Plan for Hourly and Salaried Employees of Donsco, Inc. Trusteethrough Jun 30, 2024
- Directed trusteethrough Dec 31, 2022
- Irex Corporation Employees' Retirement Income Plan Trusteethrough Dec 31, 2022
Schedule C rows
10 rows, $596,840 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Stauffer Biscuit Company Pension Plan | 2025 | 17 19 21 24 28 49 50 51 99 | NONE | $24,206 |
| Stauffer Biscuit Company Pension Plan | 2024 | 17 19 21 24 28 49 50 51 99 | NONE | $125,602 |
| Retirement Plan for Hourly and Salaried Employees of Donsco, Inc. | 2024 | 21 25 27 28 50 | NONE | $77,059 |
+7 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
- Dec 31, 2023Manager relationship startedRetirement Plan for Hourly and Salaried Employees of Donsco, Inc.with this firmaskebsa.dol.gov