DFX Intelligence
This firm's name and 17 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
2
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
2 allocators
- Sheet Metal Workers Local Pension Plan Investment adviser (plan)through Apr 30, 2023 Form 5500
- Retirement Security Plan General consultantthrough Dec 31, 2022 Form 5500
Other roles
2 allocators
- R.B. Pamplin Corporation and Subsidiaries Pension Plan and Trust Trusteethrough Dec 31, 2024
- The Swatch Group (U.S.) Inc. Employees' Retirement Plan Custodianthrough Dec 31, 2022
Schedule C rows
20 rows, $619,972 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| R.B. Pamplin Corporation and Subsidiaries Pension Plan and Trust | 2024 | 21 | TRUSTEE | $68,651 |
| Disney Salaried Pension Plan D | 2024 | 28 50 | NONE | $46,013 |
| Retirement Security Plan | 2024 | 16 50 | CONSULTANT | $39,667 |
+17 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