DFX Intelligence
This firm's name, 15 more other clients and 49 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
- Mercedes-Benz USA, LLC Pension Plan Pension consultantthrough Dec 31, 2022 Form 5500
Other roles
18 allocators
- Actuarythrough Dec 31, 2024
- Chyronhego Employee's Pension Plan Actuarythrough Dec 31, 2024
- this firm Actuarythrough Dec 31, 2024
+15 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
52 rows, $785,201 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Mercedes-Benz USA, LLC Pension Plan | 2024 | 17 49 50 | NONE | $121,040 |
| BNB Bank Pension Plan | 2024 | 11 | NONE | $103,205 |
| The Retirement Plan of Dime Community Bank | 2024 | 11 | NONE | $52,356 |
+49 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
No dated events.