DFX Intelligence
This firm's name, 3 more other clients and 15 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.
Not an allocator
Not an allocator
No date on record · this record
Not an allocator
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
- Pension Plan of Homasote Company Investment adviser (plan)through Dec 31, 2024 Form 5500
Other roles
6 allocators
- this firm Custodianthrough Sep 30, 2024
- Pension Plan of Together for Youth Trusteethrough Jun 30, 2023
- KPH Healthcare Services, Inc. Pension Plan Custodianthrough Dec 31, 2022
+3 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
18 rows, $408,268 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Retirement Plan for Employees of Claxton-Hepburn Medical Center | 2024 | 19 21 50 | NONE | $48,736 |
| Pension Plan of Together for Youth | 2024 | 21 50 | NONE | $43,847 |
| Pension Plan of Homasote Company | 2024 | 27 65 | NONE | $23,333 |
+15 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
- Nottingham Trust appears on Pension Plan of Homasote Company's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with this firmaskebsa.dol.gov