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
- Meriter Health Services Employee Retirement Plan Investment adviser (plan)Pension consultantthrough Dec 31, 2023 Form 5500
Schedule C rows
10 rows, $381,839 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Blue Cross and Blue Shield of Minnesota Pension Plan | 2024 | 28 50 51 | NONE | $39,355 |
| Meriter Health Services Employee Retirement Plan | 2024 | 27 51 | INVESTMENT ADVISORY | $9,506 |
| Blue Cross and Blue Shield of Minnesota Pension Plan | 2023 | 28 50 51 | NONE | $88,864 |
+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
- Lmcg no longer appears on Central Laborers' Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with this firmaskebsa.dol.gov
- LEE Munder Capital Group LLC no longer appears on Meriter Health Services Employee Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with this firmaskebsa.dol.gov