DFX Intelligence
Lockton Retirement Services
unclassified· KS
unclassified
4 more Schedule C rows
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
1
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
1 allocator
- 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 |
+4 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
- 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