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
Lockton Retirement Services
unclassifiedKS
Advisory clients on the tape
1
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
1 allocators
- Aerojet Rocketdyne (gencorp) Consolidated Pension Plan Pension consultantthrough Nov 30, 2023 Form 5500
Schedule C rows
7 rows, $302,196 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Allete & Affiliated Companies Retirement Plan C | 2024 | 28 50 | INVESTMENT MANAGER | $69,362 |
| Allete and Affiliated Companies Retirement Plan B | 2024 | 28 50 | INVESTMENT MANAGER | $25,982 |
| Allete & Affiliated Companies Retirement Plan C | 2023 | 28 50 | INVESTMENT MANAGER | $70,804 |
| Allete and Affiliated Companies Retirement Plan B | 2023 | 28 50 | INVESTMENT MANAGER | $24,540 |
| Allete & Affiliated Companies Retirement Plan C | 2022 | 28 50 | INVESTMENT MANAGER | $56,968 |
| Aerojet Rocketdyne (gencorp) Consolidated Pension Plan | 2022 | 17 70 | NONE | $40,000 |
| Allete and Affiliated Companies Retirement Plan B | 2022 | 28 50 | INVESTMENT MANAGER | $14,540 |
What changed
- Lockton Retirement Services no longer appears on Aerojet Rocketdyne (gencorp) Consolidated Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Lockton Retirement Servicesaskebsa.dol.gov