Alside Retirement Plan
Corporate pension, based in Cuyahoga Falls, Ohio, reporting $40.8M in assets, for 1,167 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, SUN Life Capital Management (U.S.) appears on Alside Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
2 more advisers
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- DB Growth Portfolio2 commitments
Relationship network
10 connected entities2 observed commitments1 repeat counterpartycommitments 2023 to 2024
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
- Other investments 61.5%
- Common/collective trusts 35.6%
- Registered investment companies 2.9%
Consultants and advisers
- SLC Management Investment adviser (plan)through Dec 31, 2024 Form 5500
- Capfinancial Partners, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Transamerica Retirement Solutions Actuarythrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
What changed
- Dec 31, 2024Consultant changedinferenceSUN Life Capital Management (U.S.) appears on Alside Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with SLC Managementaskebsa.dol.gov
- Jan 1, 2024Funded status changedAlside Retirement Plan funded ratio 97.9% -> 100.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedAlside Retirement Plan funded ratio 119.0% -> 97.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAlside Retirement Plan plan assets $58M -> $42M (-27.8%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | DB Growth Portfoliocollective trust | Db | Pooled vehicles | $14.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | DB Growth Portfoliocollective trust | Db | Pooled vehicles | $15.3M 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 |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 1,167 | $42.4M | $45.9M | 100.8% | $40.8M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,187 | $41.6M | $46.7M | 97.9% | $42.0M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,203 | $57.6M | $46.2M | 119.0% | $41.6M | Not disclosed | Not disclosed | Not disclosed |
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $98,211 PY2024
- Capfinancial Partners LLC codes 27 50 $50,325 PY2024
- SUN Life Capital Management (U.S.) codes 27 50 $43,268 PY2024
+17 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: managers.
Record history
- Consultant changed2024-12-31source on record
- Funded status changed2024-01-01source on record
- Funded status changed2023-01-01source 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
+6 connections on the graph
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