DFX Intelligence
This firm's name and 6 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 New York
unclassified· NY
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
- Retirement Income Plan for Selective Insurance Company of America Pension consultantthrough Dec 31, 2024 Form 5500
- Fedex Corporation Employees' Pension Plan General consultantthrough May 31, 2023 Form 5500
- Fedex Freight, Inc. Pension Plan General consultantthrough May 31, 2023 Form 5500
Other roles
2 allocators
- Aarp Employees' Pension Plan Actuarythrough Dec 31, 2024
- Mueller Group, LLC Pension Plan for Selected Employees Actuarythrough Dec 31, 2022
Schedule C rows
9 rows, $5.5M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Fedex Corporation Employees' Pension Plan | 2024 | 16 50 | NONE | $1.4M |
| Retirement Income Plan for Selective Insurance Company of America | 2024 | 17 28 50 51 | NONE | $471,908 |
| Mueller Group, LLC Pension Plan for Selected Employees | 2024 | 11 14 16 17 70 | ACTUARY | $443,161 |
+6 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.