DFX Intelligence
This firm's name and 5 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 Jersey
unclassified· NJ
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
2
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
2 allocators
- Umpco, Inc. Employees' Pension Plan Investment adviser (plan)through Aug 31, 2025 Form 5500
- Aflac Incorporated Pension Plan General consultantthrough Dec 31, 2023 Form 5500
Schedule C rows
8 rows, $2.5M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Umpco, Inc. Employees' Pension Plan | 2025 | 27 | NONE | $14,174 |
| The Queen's Health Systems Pension Plan | 2024 | 28 50 | CONSULTING | $885,844 |
| Umpco, Inc. Employees' Pension Plan | 2024 | 27 | NONE | $18,980 |
+5 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
- Fidelity Investments Instl Ops Co no longer appears on Aflac Incorporated Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with this firmaskebsa.dol.gov
- Fidelity Investments Instl Ops Co appears on Aflac Incorporated Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with this firmaskebsa.dol.gov