Advanced Ent Cash Balance Plan
Corporate pension, based in Woodbury, New Jersey, for 150 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 21 Oct 2025, Advanced Ent Cash Balance Plan total assets $5M -> $0 (-100.0%, 2024-12-31 to 2025-10-21).
Relationship network
3 connected entities
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Corporate debt instruments (other) 93.7%
Consultants and advisers
- Principal Global Investors LLC Directed trusteethrough Oct 21, 2025 Form 5500
- USI Consulting Group Actuarythrough Oct 21, 2025 Form 5500
People
Manager roster
What changed
- 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)
Commitments
Size and funding
Form 5500 filings
| 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 | Not disclosed | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 161 | $2.9M | $2.7M | 106.6% | $4.7M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 159 | $1.3M | $1.3M | 103.0% | $2.9M | Not disclosed | Not disclosed | Not disclosed |
- 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
+3 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Not yet on record: assets, fund commitments, managers.
Record history
- Total assets changed2025-10-21source on record
- Total assets changed2025-01-01source on record
- Total assets changed2024-12-31source on record
+2 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+3 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.