DFX Intelligence
This firm's name, 1 more Schedule C row and 1 more dated event
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
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
- Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiaries Pension consultantthrough Dec 31, 2023 Form 5500
- American Savings Bank Retirement Plan Pension consultantthrough Dec 31, 2023 Form 5500
Schedule C rows
4 rows, $63,537 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| American Savings Bank Retirement Plan | 2024 | 17 29 31 35 38 50 | NONE | $7,128 |
| American Savings Bank Retirement Plan | 2023 | 17 29 31 35 38 50 | NONE | $23,613 |
| Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiaries | 2023 | 17 29 31 35 38 50 | NONE | $19,787 |
+1 more Schedule C row
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
- Dec 31, 2024Consultant changedinferenceRetirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiarieswith this firmaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceShaws Supermarkets, Inc. Pension Plan for Union Employeeswith this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceRetirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiarieswith this firmaskebsa.dol.gov
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.