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
South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees
Corporate pensionFolsom, NJ
Assets
$74.6M
Total assets, Dec 31, 2024 reported
Funded
103.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: South Jersey Industries, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.3%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 3.8%
- Corporate debt instruments (preferred) 3.2%
- U.S. Government securities 5.1%
- Registered investment companies 65.9%
- Common stock 17.4%
Consultants and advisers
3 firms
- MG Trust Company DBA Matrix Trust General consultantthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Bank of America, Na Custodianthrough Dec 31, 2022 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)
- Greystone Consultingplan years 2022
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
$185,019 (2023-12) · $214,292 (2022-12)
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 Dec 31, 2024 | 415 | $73.9M | $70.8M | 103.8% | $74.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 439 | $73.2M | $72.3M | 111.4% | $73.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 470 | $103M | $78.4M | 118.2% | $73.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Greystone Consulting codes 28 50 $171,210 PY2024
- Bank of America, Na codes 19 50 $154,301 PY2024
- Willis Towers Watson, US LLC codes 11 50 $54,615 PY2024
- BDO USA, P.C. codes 10 50 $39,632 PY2024
- Matrix Trust Company codes 16 21 50 $23,627 PY2024
- Polsinelli codes 29 50 $18,078 PY2024
- Holland & Knight codes 29 50 $12,330 PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Greystone Consulting codes 28 50 $185,019 PY2023
- Bank of America, Na codes 19 50 $123,591 PY2023
- Willis Towers Watson, US LLC codes 11 50 $120,913 PY2023
- BDO USA, P.C. codes 10 50 $39,368 PY2023
- Matrix Trust Company codes 16 21 50 $18,963 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Greystone Consulting codes 28 50 $214,292 PY2022
- Willis Towers Watson, US LLC codes 11 50 $155,847 PY2022
- Bank of America, Na codes 19 50 $114,393 PY2022
- BDO USA, P.C. codes 10 50 $66,751 PY2022
- Matrix Trust Company codes 16 21 50 $22,891 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedSouth Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees funded ratio 111.4% -> 103.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedSouth Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees funded ratio 118.2% -> 111.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedSouth Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees plan assets $103M -> $73M (-28.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 221901645-005
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.