Investment consultant
unclassified
unclassified
This firm's name
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
7 days of DFX Intelligence free, 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
- Bechtel Plant Machinery, Inc. Pension Plan Trusteethrough Dec 31, 2022
Schedule C rows
3 rows, $113,240 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Bechtel Plant Machinery, Inc. Pension Plan | 2024 | 21 56 62 64 68 72 | NONE | $38,785 |
| Bechtel Plant Machinery, Inc. Pension Plan | 2023 | 21 56 62 64 68 72 | NONE | $36,387 |
| Bechtel Plant Machinery, Inc. Pension Plan | 2022 | 21 56 62 64 68 | NONE | $38,068 |
What changed
No dated events.