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
- Ibew Local No. 246 Pension Plan General consultantthrough May 31, 2025 Form 5500
Other roles
2 allocators
- West Virginia Laborers Pension Trust Fund Actuarythrough Mar 31, 2024
- Ibew Local Union 64 Pension Plan Actuarythrough Dec 31, 2023
Schedule C rows
5 rows, $154,154 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| West Virginia Laborers Pension Trust Fund | 2024 | 11 | ACTUARY | $56,250 |
| Ibew Local Union 64 Pension Plan | 2024 | 11 17 | ACTUARY | $36,000 |
| Ibew Local No. 246 Pension Plan | 2024 | 16 23 50 | NONE | $19,217 |
+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
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov