This firm's name and 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.

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Investment consultant

unclassified
unclassified
No date on record · this record
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
Other roles
3 allocators
Schedule C rows
11 rows, $712,833 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Pension Plan for Hourly Employees of True Temper Sports, Inc. Represented by the United Steelworkers of America202421NONE$105,282
Rogers Group Inc & Its Affiliates Retirement Plan202428 50NONE$87,500
Pension Plan for Hourly Employees of True Temper Sports, Inc. Represented by the United Steelworkers of America202321NONE$99,127

+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 $249/month unless canceled.

What changed
  • Dec 31, 2024Manager relationship endedinferenceAvantor Pension Plan
    Sun Trust Bank no longer appears on Avantor Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with this firmaskebsa.dol.gov
  • Dec 31, 2023Manager relationship startedAvantor Pension Plan
    Sun Trust Bank appears on Avantor Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with this firmaskebsa.dol.gov
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