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
Guild-Consumer Reports Adjustable Retirement Plan
Corporate pensionWest Trenton, NJ
Assets
$93,504
Total assets, May 31, 2024 reported
Funded
82.7%
Jun 1, 2023
Private markets target
n/a
policy May 31, 2024
Commitments
1
none on the tape
Plan sponsor: BOT of the Guild - Consumer Reports Adjustable Retirement Fund
Allocation policy
Form 5500, as of May 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 23.6%
- Non-interest-bearing cash 76.2%
Consultants and advisers
3 firms
- BCG Pension Risk Consultants Inc Pension consultantthrough May 31, 2024 Form 5500
- The Angell Pension Group, Inc. Pension consultantthrough May 31, 2023 Form 5500
- Cheiron Actuarythrough May 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Gallagher Fiduciary Advisorsplan years 2023
Commitments
1 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of May 31, 2023 | Schroder Collective Investment Truscollective trust | SEI Trust Company | Pooled vehicles | $1.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
22 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to May 31, 2024 | 436 | $12.3M | $12.4M | 82.7% | $93,504 | n/a | n/a | n/a |
| 2022 to May 31, 2023 | 440 | $13.0M | $13.2M | 80.2% | $12.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Cheiron, Inc codes 11 $80,804 PY2023
- I.E. Shaffer & Co. codes 13 $68,900 PY2023
- The Angell Pension Group, Inc. codes 17 $42,500 PY2023
- BCG Pension Risk Consultants codes 17 $30,000 PY2023
- Gallagher Fiduciary Advisors LLC codes 28 $21,133 PY2023
- Proskauer, Rose LLP codes 29 $19,890 PY2023
- Novak Francella LLC codes 10 $12,000 PY2023
- Schroders Value Long Duration Trust Sched. D C PY2023
- Cheiron Inc codes 11 PY2023
- I.E. Shaffer & Co. codes 13 $65,000 PY2022
- Cheiron, Inc codes 11 $55,991 PY2022
- The Angell Pension Group, Inc. codes 17 $42,500 PY2022
- Proskauer, Rose LLP codes 29 $21,618 PY2022
- Gallagher Fiduciary Advisors LLC codes 28 $19,365 PY2022
- Novak Francella LLC codes 10 $18,000 PY2022
- Levy Ratner P.C. codes 29 $13,140 PY2022
- Schroders Value Long Duration Trust Sched. D C $1.9M PY2022
- Cheiron Inc codes 11 PY2022
What changed
3 events
- May 31, 2024Assets changedGuild-Consumer Reports Adjustable Retirement Plan total assets $12M -> $93,504 (-99.2%, 2023-05-31 to 2024-05-31)
- Dec 31, 2023Consultant changedinferenceBCG Pension Risk Consultants appears on Guild-Consumer Reports Adjustable Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with BCG Pension Risk Consultants Incaskebsa.dol.gov
- Jun 1, 2023Funded status changedGuild-Consumer Reports Adjustable Retirement Plan funded ratio 80.2% -> 82.7% (2022-06-01 to 2023-06-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 463402474-001
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.