DFX Intelligence
This firm's name and 6 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
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
- Capital Blue Cross Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
1 allocator
- Benjamin Moore & Co. Retirement Income Plan Actuarythrough Dec 31, 2024
Schedule C rows
9 rows, $1.1M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Benjamin Moore & Co. Retirement Income Plan | 2024 | 11 | NONE | $237,295 |
| UPS Retirement Plan | 2024 | 28 50 | NONE | $44,230 |
| Ups/ibt Full-Time Employee Pension Plan | 2024 | 28 50 | NONE | $24,960 |
+6 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
- Ridgeworth Capital Management appears on UPS Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- Seix Investment Advisors no longer appears on Capital Blue Cross Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with this firmaskebsa.dol.gov
- Ridgeworth Capital Management appears on Ups/ibt Full-Time Employee Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with this firmaskebsa.dol.gov