Local 464a Finast Full Time Employees Pension Plan
Corporate pension, based in Little Falls, New Jersey, reporting $12.7M in assets, for 500 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2025, Stokes Investment Consulting LLC appears on Local 464a Finast Full Time Employees Pension Plan's Schedule C as investment adviser (plan) (plan year 2025 vs 2024).
1 more adviser, 9 more commitments and 4 more dated events
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- Pfg/multi-Manager Small Cap Cit N4 commitments
- Principal/blackrock Intl Eqty Index4 commitments
- Principal/causeway International Va4 commitments
Relationship network
17 connected entities12 observed commitments5 repeat counterpartiescommitments 2022 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
- Interest-bearing cash 0.3%
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 8.8%
- U.S. Government securities 8.3%
- Other investments 0.0%
- Common/collective trusts 20.6%
- Registered investment companies 7.8%
- Common stock 53.7%
Consultants and advisers
- Stokes Investment Consulting LLC Investment adviser (plan)through Dec 31, 2025 Form 5500
- Horizon Actuarial Services Actuarythrough Dec 31, 2025 Form 5500
- Savasta and Company Actuarythrough Dec 31, 2025 Form 5500
+1 more consultant or adviser 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, 2025Consultant changedinferenceStokes Investment Consulting LLC appears on Local 464a Finast Full Time Employees Pension Plan's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with Stokes Investment Consulting LLCaskebsa.dol.gov
- Dec 31, 2025Assets changedLocal 464a Finast Full Time Employees Pension Plan total assets $11M -> $13M (+14.3%, 2024-12-31 to 2025-12-31)
- Jan 1, 2025Assets changedLocal 464a Finast Full Time Employees Pension Plan plan assets $10M -> $11M (+15.5%, 2024-01-01 to 2025-01-01)
- Dec 31, 2024Assets changedLocal 464a Finast Full Time Employees Pension Plan total assets $10M -> $11M (+15.5%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedLocal 464a Finast Full Time Employees Pension Plan funded ratio 132.3% -> 134.8% (2023-01-01 to 2024-01-01)
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | Pfg/multi-Manager Small Cap Cit Ncollective trust | The Principal Group | Public equity | $874,813 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Principal/blackrock Intl Eqty Indexcollective trust | Blackrock | Pooled vehicles | $956,479 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Principal/causeway International Vacollective trust | Causeway | Pooled vehicles | $780,730 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 500 | $11.1M | $7.5M | 134.0% | $12.7M | Not disclosed | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 514 | $9.6M | $7.2M | 134.8% | $11.1M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 515 | $8.4M | $6.9M | 132.3% | $9.6M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 507 | $10.0M | $6.5M | 140.5% | $8.4M | Not disclosed | Not disclosed | Not disclosed |
- The Principal Bank codes 21 27 28 51 $30,968 PY2025
- Savasta & Company codes 11 $7,425 PY2025
- Rosenberg Rich Baker Berman codes 10 $6,336 PY2025
+28 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
Record history
- Consultant changed2025-12-31source on record
- Total assets changed2025-12-31source on record
- Total assets changed2025-01-01source on record
+6 more changes 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
+7 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.