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 Radiology Services Cash Balance Plan

Corporate pensionGrand Rapids, MI
Assets
$18.0M
Total assets, Dec 31, 2024 reported
Funded
103.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Advanced Radiology Services, P.C.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.6%
  • Registered investment companies 72.0%
Consultants and advisers
1 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
16 managers on Schedule C
From Schedule C (investment management, code 28)
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
30 readings
Total assets
$18.0M Dec 31, 2024 reported Form 5500
$14.5M (2023-12) · $11.4M (2022-12)
Plan assets
$13.6M Jan 1, 2024 reported Form 5500
$11.2M (2023-01) · $5.0M (2022-01)
Net assets
$17.8M Dec 31, 2024 reported Form 5500
$13.6M (2023-12) · $11.2M (2022-12)
Funded ratio
103.6% Jan 1, 2024 reported Form 5500
119.4% (2023-01) · 132.9% (2022-01)
Funding target
$13.1M Jan 1, 2024 reported Form 5500
$9.3M (2023-01) · $3.7M (2022-01)
Discount rate
5.09% Jan 1, 2024 reported Form 5500
5.24% (2023-01) · 5.43% (2022-01)
Participants
162 Jan 1, 2024 reported Form 5500
171 (2023-01) · 155 (2022-01)
Contributions
$5.7M Dec 31, 2024 reported Form 5500
$3.8M (2023-12) · $7.0M (2022-12)
Benefits paid
$2.3M Dec 31, 2024 reported Form 5500
$2.6M (2023-12) · $154,052 (2022-12)
Net investment income
$4.2M Dec 31, 2024 reported Form 5500
$2.4M (2023-12) · $6.2M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024162$13.6M$13.1M103.6%$18.0Mn/an/an/a
2023 to Dec 31, 2023171$11.2M$9.3M119.4%$14.5Mn/an/an/a
2022 to Dec 31, 2022155$5.0M$3.7M132.9%$11.4Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
15 events
  • Dec 31, 2024Manager relationship endedinference
    Guggenheim Partners Investment Mgmt no longer appears on Advanced Radiology Services Cash Balance Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Guggenheim Partners Investment Mgmtaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Capital Research and Management Com no longer appears on Advanced Radiology Services Cash Balance Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Capital Research and Management Comaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Capital Research and Management Co appears on Advanced Radiology Services Cash Balance Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Capital Research and Management Comaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Guggenheim Partners Invest Mgmt LLC appears on Advanced Radiology Services Cash Balance Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Guggenheim Partners Invest Mgmt LLCaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    Advanced Radiology Services Cash Balance Plan total assets $15M -> $18M (+24.1%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Advanced Radiology Services Cash Balance Plan funded ratio 119.4% -> 103.6% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Advanced Radiology Services Cash Balance Plan plan assets $11M -> $14M (+21.6%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Grantham, Mayo, van Otterloo & Co., appears on Advanced Radiology Services Cash Balance Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Grantham Mayo van Otterloo & Co LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Invesco Advisers, Inc. no longer appears on Advanced Radiology Services Cash Balance Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Invesco Advisers, Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Capital Research and Management Com appears on Advanced Radiology Services Cash Balance Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Capital Research and Management Comaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Capital Research and Company no longer appears on Advanced Radiology Services Cash Balance Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Capital Research and Management Comaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Angel Oak Capital Advisors, LLC no longer appears on Advanced Radiology Services Cash Balance Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Angel Oak Capital Advisors, LLCaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Advanced Radiology Services Cash Balance Plan total assets $11M -> $15M (+28.0%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Advanced Radiology Services Cash Balance Plan funded ratio 132.9% -> 119.4% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Advanced Radiology Services Cash Balance Plan plan assets $5M -> $11M (+124.4%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 383380785-002
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.