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.
Corporate pension
Advanced Ent Cash Balance Plan
Corporate pensionWoodbury, NJ
Assets
n/a
Total assets, Oct 21, 2025 reported
Funded
105.8%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Regional Otolaryngology Head and Neck Associates, LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Corporate debt instruments (other) 93.7%
Consultants and advisers
2 firms
- Principal Global Investors LLC Directed trusteethrough Oct 21, 2025 Form 5500
- USI Consulting Group Actuarythrough Oct 21, 2025 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Investment management fees
$5,500 (2024-12) · $18,050 (2023-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Oct 21, 2025 | 150 | $4.7M | $4.4M | 105.8% | $0 | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 161 | $2.9M | $2.7M | 106.6% | $4.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 159 | $1.3M | $1.3M | 103.0% | $2.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Global Investors codes 25 27 28 $12,764 PY2025
- USI Consulting Group codes 11 PY2025
- Principal Global Investors codes 25 27 28 $5,500 PY2024
- USI Consulting Group codes 11 PY2024
- Principal Global Investors codes 25 27 28 $18,050 PY2023
- USI Consulting Group codes 11 PY2023
What changed
5 events
- Oct 21, 2025Assets changedAdvanced Ent Cash Balance Plan total assets $5M -> $0 (-100.0%, 2024-12-31 to 2025-10-21)
- Jan 1, 2025Assets changedAdvanced Ent Cash Balance Plan plan assets $3M -> $5M (+62.7%, 2024-01-01 to 2025-01-01)
- Dec 31, 2024Assets changedAdvanced Ent Cash Balance Plan total assets $3M -> $5M (+62.4%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedAdvanced Ent Cash Balance Plan funded ratio 103.0% -> 106.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedAdvanced Ent Cash Balance Plan plan assets $1M -> $3M (+118.4%, 2023-01-01 to 2024-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 200423081-002
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.