DFX Intelligence
Morgan Lewis & Bockius LLP
Not an allocator
Not an allocator
8 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
3
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
3 allocators
- Tredegar Corporation Retirement Income Plan General consultantthrough Dec 31, 2023 Form 5500
- Mattel Cash Balance Plan General consultantthrough Dec 31, 2022 Form 5500
- Duquesne Light Company Defined Benefit Retirement Plan General consultantthrough Dec 31, 2022 Form 5500
Other roles
1 allocator
- Kodak Retirement Income Plan Actuarythrough Dec 31, 2024
Schedule C rows
11 rows, $623,908 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Kodak Retirement Income Plan | 2024 | 11 50 | NONE | $388,861 |
| Gatx Corporation Noncontributory Pension Plan for Salaried Employees | 2024 | 29 51 | NONE | $32,437 |
| Duquesne Light Company Defined Benefit Retirement Plan | 2024 | 16 | NONE |
+8 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
- Morgan Lewis & Bockius LLP no longer appears on Mattel Cash Balance Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Morgan Lewis & Bockius LLPaskebsa.dol.gov
- Morgan, Lewis & Bockius LLP appears on Tredegar Corporation Retirement Income Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Morgan Lewis & Bockius LLPaskebsa.dol.gov