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
unclassified
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
3
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
3 allocators
- Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund General consultantthrough Mar 31, 2023 Form 5500
- Employees Security Fund of the Elec Ind Pension Plan General consultantthrough Dec 31, 2022 Form 5500
- Retirement Security Plan General consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
6 rows, $208,548 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Retirement Security Plan | 2024 | 16 50 | CONSULTANT | $48,735 |
| Retirement Security Plan | 2023 | 16 50 | CONSULTANT | $48,735 |
| Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund | 2023 | 16 50 | NONE | $32,557 |
+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
- Dec 31, 2024Consultant changedinferenceSouthern California Ufcw Unions and Food Employers Joint Pension Trust Fundwith this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov