DFX Intelligence
This firm's name and 3 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 Massachusetts
unclassified· MA
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
2
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
2 allocators
- Employees' Retirement Plan of Acf Industries, LLC Investment adviser (plan)through Jan 31, 2024 Form 5500
- RET. Program for Ees of Viskase Companies, Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
2 allocators
- American Railcar Ind, Inc. Shippers Car Line Div Ees Pen Plan Trusteethrough Apr 30, 2023
- American Railcar Industries, Inc. Ees Retirement Plan of Shippers Car Line Div Bude, Ms Actuarythrough Apr 30, 2023
Schedule C rows
6 rows, $73,651 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| RET. Program for Ees of Viskase Companies, Inc. | 2024 | 27 | NONE | $5,721 |
| Employees' Retirement Plan of Acf Industries, LLC | 2023 | 27 | NONE | $29,475 |
| RET. Program for Ees of Viskase Companies, Inc. | 2023 | 27 | NONE | $9,240 |
+3 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