DFX Intelligence
This firm's name, 87 more other clients and 233 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
1
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
- Employees' Retirement Plan of Bose Corporation Pension consultantActuarythrough Dec 31, 2024 Form 5500
Other roles
90 allocators
- EMC National Life Company Employees Cash Balance Plan Actuarythrough Dec 31, 2025
- Pennsylvania State Employees Retirement System Custodianthrough Dec 31, 2025
- Southwest Airlines Market-Based Cash Balance Plan Actuarythrough Dec 31, 2024
+87 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
236 rows, $1.3M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| EMC National Life Company Employees Cash Balance Plan | 2025 | 11 | enrolled actuary | |
| Employees' Retirement Plan of Bose Corporation | 2024 | 12 15 17 25 | NONE | $507,349 |
| AIR Transport Association of America Retirement Income Plan | 2024 | 11 | enrolled actuary |
+233 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
- Dec 31, 2023Manager relationship endedinferenceAmerican Speech-Language-Hearing Association Retirement Income Planwith this firmaskebsa.dol.gov