DFX Intelligence
This firm's name, 1 more advisory client 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
unclassified
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
4
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
4 allocators
- Grain Craft, Inc. Retirement Plan for Hourly Employees Investment adviser (plan)through Dec 31, 2024 Form 5500
- Arc3 Gases Pension Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
- Machine & Welding Supply Company Employees' Retirement Plan Investment adviser (plan)through Feb 28, 2023 Form 5500
+1 more advisory client
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
5 rows, $73,125 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Grain Craft, Inc. Retirement Plan for Hourly Employees | 2024 | 27 50 | NONE | $20,000 |
| Arc3 Gases Pension Plan | 2024 | 27 | NONE | $15,000 |
| Mativ Holdings, Inc. Pension Plan | 2023 | 27 | INVESTMENT MANAGEMENT | $12,500 |
+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
- with this firmaskebsa.dol.gov