DFX Intelligence
This firm's name and 3 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
- Retirement Plan for Employees of King Kullen Investment adviser (plan)through Sep 30, 2025 Form 5500
Other roles
3 allocators
- Life Office Management Assn, Inc. Pension Plan Actuarythrough May 31, 2023
- Nortek Retirement Plan Actuarythrough Dec 31, 2022
- Riverbend Foods, LLC Retirement Plan for Pittsburgh Hourly Employees Actuarythrough Dec 31, 2022
Schedule C rows
6 rows, $487,325 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Nortek Retirement Plan | 2024 | 11 65 99 | $167,000 | |
| Retirement Plan for Employees of King Kullen | 2024 | 27 | INVESTMENT ADVISOR | $75,475 |
| Nortek Retirement Plan | 2023 | 11 65 | $93,500 |
+3 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