DFX Intelligence
This firm's name, 13 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
0
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
No advisory client relationship on the tape.
Other roles
16 allocators
- Clay Eye Physicians & Surgeons Cash Balance Plan-005 Actuarythrough Dec 31, 2024
- Medical Extrusion Technologies, Inc. Defined Benefit Plan Actuarythrough Dec 31, 2023
- Touro Infirmary Retirement Plan Actuarythrough Dec 31, 2023
+13 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
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Hunt Bros., Inc. Retirement Plan | 2024 | 11 | enrolled actuary | |
| Medical Extrusion Technologies, Inc. Defined Benefit Plan | 2024 | 11 | enrolled actuary | |
| Touro Infirmary Retirement Plan | 2024 | 11 | enrolled actuary |
+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
No dated events.