DFX Intelligence
This firm's name and 2 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 Illinois
unclassified· IL
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
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
1 allocator
- Ywca Retirement Fund, Inc. General consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
5 rows, $2.1M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Ywca Retirement Fund, Inc. | 2024 | 16 | SYSTEM MAINTENANCE | $407,862 |
| Ywca Retirement Fund, Inc. | 2023 | 16 | SYSTEM MAINTENANCE | $1.1M |
| Advocate Aurora Health Pension Plan | 2023 | 28 50 | NONE | $28,470 |
+2 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
- Profund Systems Inc no longer appears on Advocate Aurora Health Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with this firmaskebsa.dol.gov