DFX Intelligence
This firm's name, 14 more other clients and 59 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
- Ward Manufacturing, LLC Pension Plan Pension consultantthrough Sep 30, 2025 Form 5500
Other roles
17 allocators
- Concord General Mutual Insurance Company Employees Pension Plan Actuarythrough Dec 31, 2025
- Security Benefit Associates Pension Plan Actuarythrough Dec 31, 2025
- Woodland Pulp LLC Pension Plan Actuarythrough Dec 31, 2023
+14 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
62 rows, $970,174 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Concord General Mutual Insurance Company Employees Pension Plan | 2025 | 11 | NONE | $37,275 |
| Security Benefit Associates Pension Plan | 2025 | 11 | enrolled actuary | |
| Concord General Mutual Insurance Company Employees Pension Plan | 2025 | 11 | enrolled actuary |
+59 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