DFX Intelligence
This firm's name, 4 more advisory clients and 11 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
7
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
7 allocators
- The Southern California Edison Company Retirement Plan General consultantthrough Dec 31, 2023 Form 5500
- Totalenergies Finance USA, Inc. Cash Balance Pension Plan Pension consultantthrough Dec 31, 2023 Form 5500
- Totalenergies Finance USA, Inc. Pension Plan Pension consultantthrough Dec 31, 2022 Form 5500
+4 more advisory 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
14 rows, $6.3M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Brightspeed Pension Plan | 2024 | 17 28 51 71 | NONE | $2.1M |
| Totalenergies Finance USA, Inc. Pension Plan | 2024 | 17 | NONE | $190,000 |
| Brightspeed Pension Plan | 2023 | 17 28 51 71 | NONE | $2.1M |
+11 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, 2024Consultant changedinferenceEmployee Retirement Plan of Farm Credit Leasing Services Corporationwith this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov