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.
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
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
- The Retirement Income Plan for Employees of Ul LLC General consultantthrough Dec 31, 2024 Form 5500
Schedule C rows
5 rows, $650,760 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Foster Farms Group Pension Plan | 2024 | 28 50 | INV MGMT | $549,800 |
| The Retirement Income Plan for Employees of Ul LLC | 2024 | 16 29 50 | NONE | $6,929 |
| University Hospitals Health System, Inc. Retirement Plan | 2023 | 28 50 | NONE | $68,199 |
+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
- Dec 31, 2024Manager relationship endedinferenceUniversity Hospitals Health System, Inc. Retirement Planwith this firmaskebsa.dol.gov
- Goldman Sachs appears on Foster Farms Group Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov