DFX Intelligence
Prudential Bank & Trust Company
unclassified
unclassified
15 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 $199/month unless canceled.
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
1 allocator
- Grange Holdings, Inc. Retirement Income Plan Trusteethrough Mar 31, 2025
Schedule C rows
18 rows, $4.0M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Marsh & Mclennan Companies Retirement Plan | 2024 | 28 51 | NONE | $900,702 |
| Lehigh Valley Health Network, Inc. Retirement Plan | 2024 | 28 50 | NONE | $275,523 |
| Pepsico, Inc. Employees Retirement Plan H | 2024 | 28 | NONE | $143,523 |
+15 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Prudential Bank & Trust appears on Lehigh Valley Health Network, Inc. Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Prudential Bank & Trust Companyaskebsa.dol.gov
- Prudential Bank & Trust Company appears on MTD Products Inc Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Prudential Bank & Trust Companyaskebsa.dol.gov
- Prudential Bank & Trust Company appears on NEW York State Nurses Association Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Prudential Bank & Trust Companyaskebsa.dol.gov
- Prudential Bank & Trust Company appears on STP Nuclear Operating Company Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Prudential Bank & Trust Companyaskebsa.dol.gov
- Prudential Bank & Trust Company appears on Marsh & Mclennan Companies Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Prudential Bank & Trust Companyaskebsa.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 $199/month unless canceled.