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
Goulston & Storrs Cash Balance Plan for Directors
Corporate pensionBoston, MA
Assets
$59.9M
Total assets, Mar 31, 2025 reported
Funded
113.8%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: Goulston & Storrs PC
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.0%
- Registered investment companies 78.2%
Consultants and advisers
4 firms
- PWC US Consulting LLP Actuarythrough Mar 31, 2025 Form 5500
- Pricewaterhousecoopers LLP Actuarythrough Mar 31, 2024 Form 5500
- State Street Bank & Trust Company Custodianthrough Mar 31, 2023 Form 5500
- October Three Consulting LLC Actuarythrough Mar 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Alliance Bernstein, L.P.plan years 2025
- Gw&k Investment Management, LLCplan years 2023
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
$169,065 (2024-03) · $173,556 (2023-03)
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 Mar 31, 2025 | 146 | $71.0M | $62.4M | 113.8% | $59.9M | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 154 | $74.9M | $66.3M | 113.0% | $72.2M | $0 | n/a | n/a |
| 2022 to Mar 31, 2023 | 156 | $73.9M | $65.4M | 113.0% | $74.9M | $591,146 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Alliancebernstein codes 28 50 51 $102,502 PY2024
- Pricewaterhousecoopers codes 10 11 $32,360 PY2024
- FNZ Trust Company codes 18 50 $2,364 PY2024
- PWC US Consulting LLP codes 11 PY2024
- Gw&k Investment Management codes 28 50 51 $169,065 PY2023
- Pricewaterhousecoopers codes 10 11 $27,500 PY2023
- State Street Bank and Trust Company codes 18 50 $25,316 PY2023
- October Three Consulting LLC codes 11 PY2023
- Gw&k Investment Management codes 28 50 51 $173,556 PY2022
- State Street Bank and Trust Company codes 18 50 $32,562 PY2022
- October Three Consulting LLC codes 11 PY2022
What changed
3 events
- Mar 31, 2025Assets changedGoulston & Storrs Cash Balance Plan for Directors total assets $72M -> $60M (-17.1%, 2024-03-31 to 2025-03-31)
- Dec 31, 2024Manager relationship endedinferenceGw&k Investment Management no longer appears on Goulston & Storrs Cash Balance Plan for Directors's Schedule C as investment manager (plan year 2024 vs 2023)with Gw&k Investment Management, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedAlliancebernstein appears on Goulston & Storrs Cash Balance Plan for Directors's Schedule C as investment manager (plan year 2024 vs 2023)with Alliance Bernstein, L.P.askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 042738098-007
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.