DFX Intelligence

1 more adviser and 3 more dated events

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Global Montello Group Corp. Pension Plan

Corporate pension· Waltham, Massachusetts

Corporate pension, based in Waltham, Massachusetts, reporting $557,535 in assets, for 173 participants.

Composed from this allocator's classification, location and filed figures.

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $557,535
Funded ratio: 120.5%

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Open searches Allocation policy Consultants

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, BCG Pension Risk Consultants appears on Global Montello Group Corp. Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023).

1 more adviser and 3 more dated events

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.

Relationship network

7 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.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.

Reading the network

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.

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Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$557,535

Total assets, Dec 31, 2024 reported

Funded

120.5%

Jan 1, 2023

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: Global Montello Group Corp.

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 98.7%

Consultants and advisers

4 firms

HUB International Pension consultantthrough Dec 31, 2024 Form 5500
Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Dec 31, 2024 Form 5500
Gw&k Investment Management, LLC Investment adviser (plan)through Dec 31, 2023 Form 5500

+1 more consultant or adviser advise this allocator

Every name, record and relationship behind this count, with the source on each.

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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.

What changed

8 events

Dec 31, 2024Manager relationship endedinference
Gw&k Investment Management no longer appears on Global Montello Group Corp. Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with Gw&k Investment Management, LLCaskebsa.dol.gov
Dec 31, 2024Consultant changedinference
BCG Pension Risk Consultants appears on Global Montello Group Corp. Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
with HUB Internationalaskebsa.dol.gov
Dec 31, 2024Consultant changedinference
Ropes & Gray LLP appears on Global Montello Group Corp. Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
with Ropes & Gray LLPaskebsa.dol.gov
Dec 31, 2024Consultant changedinference
Graystone Consulting appears on Global Montello Group Corp. Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
with Morgan Stanley Smith Barney, LLCaskebsa.dol.gov
Dec 31, 2024Assets changed
Global Montello Group Corp. Pension Plan total assets $4M -> $557,535 (-86.9%, 2023-12-31 to 2024-12-31)
askebsa.dol.gov

+3 more dated events

Every name, record and relationship behind this count, with the source on each.

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

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

29 readings

Total assets

$557,535 Dec 31, 2024 reported Form 5500

$4.3M (2023-12) · $3.5M (2022-12)

Plan assets

$3.5M Jan 1, 2023 reported Form 5500

$4.4M (2022-01)

Net assets

$533,078 Dec 31, 2024 reported Form 5500

$3.9M (2023-12) · $3.5M (2022-12)

Funded ratio

120.5% Jan 1, 2023 reported Form 5500

132.4% (2022-01)

Funding target

$3.2M Jan 1, 2023 reported Form 5500

$3.0M (2022-01)

Discount rate

5.34% Jan 1, 2023 reported Form 5500

5.53% (2022-01)

Participants

173 Jan 1, 2024 reported Form 5500

181 (2023-01) · 185 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $62,000 (2022-12)

Benefits paid

$3.4M Dec 31, 2024 reported Form 5500

$2,363 (2023-12) · $68,436 (2022-12)

Net investment income

-$3.4M Dec 31, 2024 reported Form 5500

$364,594 (2023-12) · -$900,342 (2022-12)

Investment management fees

$1,867 Dec 31, 2024 reported Form 5500

$10,922 (2023-12) · $18,563 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	173	Not disclosed	Not disclosed	n/a	$557,535	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	181	$3.5M	$3.2M	120.5%	$4.3M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	185	$4.4M	$3.0M	132.4%	$3.5M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Ropes & Gray LLP codes 11 17 $323,653 PY2024
BCG Pension Risk Consultants codes 17 $51,850 PY2024
Ernst & Young LLP codes 10 $40,000 PY2024

+6 more service providers

Every name, record and relationship behind this count, with the source on each.

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Provenance

Identifiers: EIN-PN 043443028-001

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.

Not yet on record: fund commitments, managers.

Record history

8 dated events on the change ledger, latest event first

Manager relationship ended
2024-12-31source on record
Consultant changed
2024-12-31source on record
Consultant changed
2024-12-31source on record

+5 more changes on this record's ledger

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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

+6 connections on the graph

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