DFX Intelligence
This firm's name and 5 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
3
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
3 allocators
- Trustage Pension Plan for Represented Employees General consultantthrough Dec 31, 2022 Form 5500
- Shore Medical Center Pension Plan General consultantthrough Dec 31, 2022 Form 5500
- Liberty Mutual Retirement Benefit Plan Pension consultantthrough Dec 31, 2022 Form 5500
Other roles
2 allocators
- Pension Plan for Non-Licensed Employees Actuarythrough Dec 31, 2022
- Tmeic Corporation Cash Balance Pension Plan Actuarythrough Aug 3, 2022
Schedule C rows
8 rows, $319,918 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Trustage Pension Plan for Represented Employees | 2024 | 10 16 50 | NONE | $42,000 |
| Liberty Mutual Retirement Benefit Plan | 2023 | 17 50 | NONE | $63,361 |
| Trustage Pension Plan for Represented Employees | 2023 | 10 16 50 | NONE | $41,000 |
+5 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