DFX Intelligence
This firm's name
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
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
No advisory client relationship on the tape.
Other roles
3 allocators
- Entrust Datacard Corporation Employees' Pension Plan Actuarythrough Mar 31, 2023
- Alliance Coal, LLC & Aff. Pension Plan for Coal Employees Actuarythrough Dec 31, 2022
- SGS North America Inc. Pension Plan Actuarythrough Dec 31, 2022
Schedule C rows
3 rows, $102,059 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Entrust Datacard Corporation Employees' Pension Plan | 2022 | 11 28 50 | NONE | $48,134 |
| Alliance Coal, LLC & Aff. Pension Plan for Coal Employees | 2022 | 11 50 | NONE | $29,925 |
| SGS North America Inc. Pension Plan | 2022 | 11 50 | NONE | $24,000 |
What changed
- with this firmaskebsa.dol.gov