DFX Intelligence
Simply Connect
unclassified
unclassified
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
- Baker Hughes Company Pension Plan General consultantthrough Dec 31, 2024 Form 5500
- Retirement Plan for Employees of Lufkin Gears LLC General consultantthrough Dec 31, 2023 Form 5500
Schedule C rows
2 rows, $78,122 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Baker Hughes Company Pension Plan | 2024 | 16 | CONSULTG | $30,578 |
| Retirement Plan for Employees of Lufkin Gears LLC | 2023 | 16 50 | CONSULTG | $47,544 |
What changed
- Simply Connect appears on Baker Hughes Company Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Simply Connectaskebsa.dol.gov
- Simply Connect appears on Retirement Plan for Employees of Lufkin Gears LLC's Schedule C as general consultant (plan year 2023 vs 2022)with Simply Connectaskebsa.dol.gov