DFX Intelligence
This firm's name and 2 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 California
unclassified· CA
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
- Electron Devices Bargained Plan General consultantthrough Dec 31, 2024 Form 5500
- NM State Conference of the Operative Plasterers' & Cement Masons' Pension Trust Fund Pension consultantthrough Sep 30, 2024 Form 5500
- SO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan Pension consultantthrough Dec 31, 2023 Form 5500
Other roles
1 allocator
- Hawaii Pacific Health Retirement Plan Named fiduciarythrough Dec 31, 2024
Schedule C rows
5 rows, $155,000 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Hawaii Pacific Health Retirement Plan | 2024 | 31 | NONE | $30,000 |
| SO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan | 2024 | 17 50 | NONE | $5,000 |
| Electron Devices Bargained Plan | 2024 | 16 | NONE | $5,000 |
+2 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
- Dec 31, 2023Consultant changedinferenceNM State Conference of the Operative Plasterers' & Cement Masons' Pension Trust Fundwith this firmaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceSO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Planwith this firmaskebsa.dol.gov