DFX Intelligence
This firm's name, 12 more other clients and 31 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
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
- ESL Federal Credit Union Pension Plan General consultantthrough Dec 31, 2024 Form 5500
Other roles
15 allocators
- The Hartford Retirement Plan for U.S. Employees Actuarythrough Dec 31, 2024
- Wawanesa General Insurance Company Pension Plan Actuarythrough Dec 31, 2024
- Retirement Plan for Great Dane LLC Actuarythrough Dec 31, 2023
+12 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
34 rows, $2.5M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Saks Fifth Avenue Pension Plan | 2024 | 11 17 50 | ACTUARY ADMINISTRATION | $421,296 |
| ESL Federal Credit Union Pension Plan | 2024 | 16 99 | NONE | $201,132 |
| Bangor Hydro Electric Company Pension Plan | 2024 | 11 | ACTUARY | $194,606 |
+31 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
- with this firmaskebsa.dol.gov