DFX Intelligence
This firm's name, 5 more other clients and 19 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
8 allocators
- The Retirement Plan of Pcsb Trusteethrough Jan 31, 2026
- The Retirement Plan for Employees of Franklin Savings Bank Trusteethrough Dec 31, 2025
- The Retirement Plan of Saco & Biddeford Savings Institution Trusteethrough Sep 30, 2023
+5 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
22 rows, $3.4M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| The Retirement Plan for Employees of Franklin Savings Bank | 2025 | 21 | TRUSTEE | $167,754 |
| The Retirement Plan of Pcsb | 2025 | 21 | TRUSTEE | $25,267 |
| The Retirement Plan of Flagstar Bank, National Association | 2024 | 21 27 | TRUSTEE | $552,402 |
+19 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