DFX Intelligence
This firm's name, 3 more other clients and 13 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.
Not an allocator
Not an allocator
No date on record · this record
Not an allocator
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
6 allocators
- RED Spot Paint & Varnish Co., Inc. Retirement Income Plan Trusteethrough Dec 31, 2025
- Will County Local 174 Carpenters Pension Fund Custodianthrough May 31, 2024
- Structural Iw Local #1 Pension Plan Custodianthrough Dec 31, 2022
+3 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
16 rows, $867,740 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| RED Spot Paint & Varnish Co., Inc. Retirement Income Plan | 2025 | 21 50 | NONE | $30,154 |
| Will County Local 174 Carpenters Pension Fund | 2024 | 19 28 | NONE | $144,091 |
| Structural Iw Local #1 Pension Plan | 2024 | 19 | NONE | $36,735 |
+13 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