DFX Intelligence
This firm's name, 12 more Schedule C rows and 1 more dated event
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
- Foster Wheeler Inc. Pension Plan for Certain Employees Investment adviser (plan)through Dec 31, 2022 Form 5500
- Foster Wheeler Inc. Salaried Employees Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
1 allocator
- The Teknor Apex Company Retirement Plan Custodianthrough Dec 31, 2023
Schedule C rows
15 rows, $1.9M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Twin City Hospitals - Minnesota Nurses Association Pension Plan | 2024 | 28 50 68 | NONE | $379,524 |
| Retirement Income Plan for Employees of Northern Arizona Healthcare | 2024 | 28 51 52 62 | NONE | $86,209 |
| The Teknor Apex Company Retirement Plan | 2024 | 18 51 | NONE | $49,770 |
+12 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
- with this firmaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceExeter Health Resources, Inc. Account Balance Pension Planwith this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.