DFX Intelligence
This firm's name, 6 more other clients and 18 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
9 allocators
- Nationwide Uniform Corporation Retirement Plan Actuarythrough Dec 31, 2024
- G & J Pepsi-Cola Bottlers, Inc. Employees' Pension Plan Actuarythrough Dec 31, 2024
- East Jordan Plastics, Inc. Pension Plan Actuarythrough Feb 29, 2024
+6 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
21 rows, $218,976 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Oncology/hematology Care, Inc. Defined Benefit Plan | 2024 | 11 | NONE | $35,000 |
| Milk & Ice Cream Industry Dairy Employees Union Pen. Pln. | 2024 | 11 | NONE | $12,000 |
| The Pension Plan for Employees of the Ohio National Life Insurance Company | 2024 | 11 | enrolled actuary |
+18 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.