AAA Arizona, Inc. Cash Balance Plan and Trust
Corporate pension, based in Walnut Creek, California, reporting $17.0M in assets, for 401 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 May 2024, AAA Arizona, Inc. Cash Balance Plan and Trust plan assets $19M -> $17M (-10.9%, 2023-05-01 to 2024-05-01).
9 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Fiam Short Duration Pool3 commitments
- Fiam Long Corporate a Or Better3 commitments
- Fiam Long U.S. Treasury Strips Inde3 commitments
- Fidelity Institutional Asset Mgmt12 commitments
Relationship network
12 connected entities12 observed commitments5 repeat counterpartiescommitments 2023 to 2025
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
- Common/collective trusts 100.0%
Consultants and advisers
- Fidelity Institutional Asset Mgmt T General consultantthrough Apr 30, 2024 Form 5500
- Fidelity Investments Actuarythrough Apr 30, 2023 Form 5500
People
Manager roster
- Fidelity Institutional Asset Mgmt12 rows, latest Apr 30, 2025
- Fidelity Institutional Asset Mgmt Tplan years 2023
What changed
- May 1, 2024Assets changedAAA Arizona, Inc. Cash Balance Plan and Trust plan assets $19M -> $17M (-10.9%, 2023-05-01 to 2024-05-01)
- Apr 30, 2024Assets changedAAA Arizona, Inc. Cash Balance Plan and Trust total assets $19M -> $17M (-10.8%, 2023-04-30 to 2024-04-30)
- May 1, 2023Funded status changedAAA Arizona, Inc. Cash Balance Plan and Trust funded ratio 85.7% -> 80.0% (2022-05-01 to 2023-05-01)
- May 1, 2023Assets changedAAA Arizona, Inc. Cash Balance Plan and Trust plan assets $22M -> $19M (-10.7%, 2022-05-01 to 2023-05-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Apr 30, 2025 | Fiam Short Duration Poolcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Fiam Long Corporate a Or Bettercollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Fiam Long U.S. Treasury Strips Indecollective trust | Fidelity Institutional Asset Mgmt | Fixed income | $2.4M held | Disclosed holding | askebsa.dol.gov |
+9 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Apr 30, 2025 | 401 | $17.2M | $17.0M | 80.0% | $17.0M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Apr 30, 2024 | 412 | $19.3M | $17.4M | 80.0% | $17.2M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Apr 30, 2023 | 425 | $21.6M | $17.1M | 85.7% | $19.2M | Not disclosed | Not disclosed | Not disclosed |
- FID Inst Asset Management codes 28 51 $36,169 PY2024
- Fiam Short Duration Comm Pl Sched. D C $2.8M PY2024
- Fiam Long Corp a Or Better Comm Pl Sched. D C $3.4M PY2024
+16 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Total assets changed2024-05-01source on record
- Total assets changed2024-04-30source on record
- Funded status changed2023-05-01source on record
+1 more change 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
+4 connections on the graph
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