DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
unclassified
Atessa Benefits, Inc.
unclassified
Advisory clients on the tape
6
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
6 allocators
- GE Energy Pension Plan General consultantthrough Dec 31, 2024 Form 5500
- Thermo Fisher Scientific Inc. Retirement Plan General consultantthrough Dec 31, 2024 Form 5500
- GE Aviation Systems Pension Plan for Uaw Local 330 Union Employees of the Grand Rapids, Mi Division General consultantthrough Dec 31, 2023 Form 5500
- GE Aviation Mechanical Systems-Los Angeles Pension Plan for Uaw Local 509 Hourly Employees of the Duarte, CA Division General consultantthrough Dec 31, 2023 Form 5500
- ERC Retirement Plan Pension consultantthrough Dec 31, 2023 Form 5500
- Newell Brands Consolidated Pension Plan General consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
8 rows, $76,924 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Newell Brands Consolidated Pension Plan | 2024 | 16 50 | CONSULTG | $14,325 |
| Thermo Fisher Scientific Inc. Retirement Plan | 2024 | 16 50 | CONSULTING | $8,000 |
| GE Energy Pension Plan | 2024 | 16 | NONE | $5,995 |
| Newell Brands Consolidated Pension Plan | 2023 | 16 50 | NONE | $13,800 |
| GE Aviation Systems Pension Plan for Uaw Local 330 Union Employees of the Grand Rapids, Mi Division | 2023 | 16 50 | NONE | $7,002 |
| GE Aviation Mechanical Systems-Los Angeles Pension Plan for Uaw Local 509 Hourly Employees of the Duarte, CA Division | 2023 | 16 50 | NONE | $7,001 |
| ERC Retirement Plan | 2023 | 17 50 | NONE | $7,001 |
| Newell Brands Consolidated Pension Plan | 2022 | 16 50 | NONE | $13,800 |
What changed
- Atessa Benefits appears on Thermo Fisher Scientific Inc. Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Atessa Benefits, Inc.askebsa.dol.gov
- Atessa Benefits no longer appears on ERC Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Atessa Benefits, Inc.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceGE Aviation Mechanical Systems-Los Angeles Pension Plan for Uaw Local 509 Hourly Employees of the Duarte, CA DivisionAtessa Benefits no longer appears on GE Aviation Mechanical Systems-Los Angeles Pension Plan for Uaw Local 509 Hourly Employees of the Duarte, CA Division's Schedule C as general consultant (plan year 2024 vs 2023)with Atessa Benefits, Inc.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceGE Aviation Systems Pension Plan for Uaw Local 330 Union Employees of the Grand Rapids, Mi DivisionAtessa Benefits no longer appears on GE Aviation Systems Pension Plan for Uaw Local 330 Union Employees of the Grand Rapids, Mi Division's Schedule C as general consultant (plan year 2024 vs 2023)with Atessa Benefits, Inc.askebsa.dol.gov
- Atessa Benefits appears on ERC Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Atessa Benefits, Inc.askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceGE Aviation Systems Pension Plan for Uaw Local 330 Union Employees of the Grand Rapids, Mi DivisionAtessa Benefits appears on GE Aviation Systems Pension Plan for Uaw Local 330 Union Employees of the Grand Rapids, Mi Division's Schedule C as general consultant (plan year 2023 vs 2022)with Atessa Benefits, Inc.askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceGE Aviation Mechanical Systems-Los Angeles Pension Plan for Uaw Local 509 Hourly Employees of the Duarte, CA DivisionAtessa Benefits appears on GE Aviation Mechanical Systems-Los Angeles Pension Plan for Uaw Local 509 Hourly Employees of the Duarte, CA Division's Schedule C as general consultant (plan year 2023 vs 2022)with Atessa Benefits, Inc.askebsa.dol.gov