Guild-Consumer Reports Adjustable Retirement Plan
Corporate pension, based in West Trenton, New Jersey, reporting $93,504 in assets, for 436 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 May 2024, Guild-Consumer Reports Adjustable Retirement Plan total assets $12M -> $93,504 (-99.2%, 2023-05-31 to 2024-05-31).
Capital path
who backs this record, through what, into what; each name opens its own path- Schroder Collective Investment Trus1 commitment
- Schroder1 commitment
Relationship network
12 connected entities1 observed commitmentcommitments 2023
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.
- Sponsor
- Fund or vehicle
- 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
- Interest-bearing cash 23.6%
- Non-interest-bearing cash 76.2%
Consultants and advisers
- 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
Manager roster
- Schroder1 row, latest May 31, 2023
- Schroderplan years
- Gallagher Fiduciary Advisorsplan years 2023
What changed
- 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)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of May 31, 2023 | Schroder Collective Investment Truscollective trust | Schroder | Pooled vehicles | $1.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
Form 5500 filings
| 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 | Not disclosed | Not disclosed | Not disclosed |
| 2022 to May 31, 2023 | 440 | $13.0M | $13.2M | 80.2% | $12.4M | Not disclosed | Not disclosed | Not disclosed |
- 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
+15 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
Guild-Consumer Reports Adjustable Retirement Plan sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Total assets changed2024-05-31source on record
- Consultant changed2023-12-31source on record
- Funded status changed2023-06-01source on record
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
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.