DFX Intelligence
This firm's name
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
- Northwest Carpenters Retirement Plan General consultantthrough Dec 31, 2023 Form 5500
- Pension Plan for Employees of the Govt of Canada Locally Engaged in the Usa-Qualified Pension Plan General consultantthrough Mar 31, 2023 Form 5500
Other roles
1 allocator
- New Orleans Carpenters' Pension Plan Actuarythrough Dec 31, 2023
Schedule C rows
3 rows, $34,731 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| New Orleans Carpenters' Pension Plan | 2023 | 11 50 | NONE | $17,043 |
| Northwest Carpenters Retirement Plan | 2023 | 16 50 | NONE | $7,688 |
| Pension Plan for Employees of the Govt of Canada Locally Engaged in the Usa-Qualified Pension Plan | 2022 | 16 | NONE | $10,000 |
What changed
- with this firmaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencePension Plan for Employees of the Govt of Canada Locally Engaged in the Usa-Qualified Pension Planwith this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov