DFX Intelligence
This firm's name, 36 more other clients and 104 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
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
39 allocators
- RED Spot Paint & Varnish Co., Inc. Retirement Income Plan Actuarythrough Dec 31, 2025
- Retirement Plan for Employees of Badger Mutual Insurance Company Actuarythrough Dec 31, 2025
- Metal Trades Industry Pension Plan Actuarythrough Oct 31, 2025
+36 more clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Schedule C rows
107 rows, $2.2M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| RED Spot Paint & Varnish Co., Inc. Retirement Income Plan | 2025 | 11 | enrolled actuary | |
| Retirement Plan for Employees of Badger Mutual Insurance Company | 2025 | 11 | enrolled actuary | |
| Cooperative Pension Plan | 2024 | 11 13 38 50 | NONE | $838,990 |
+104 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