Front Porch Retirement Income Plan
Corporate pension, based in Walnut Creek, California, reporting $53.8M in assets, for 1,354 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Front Porch Retirement Income Plan first reports an interest in Principal/blackrock S&p 500 Index: $3M at 2024-12-31.
9 more commitments and 8 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- Prin Lgcp S&p 500 Index Sa-Z2 commitments
- Prin Real Estate Secs Sa-Z2 commitments
- Prin Smcap Value II Sep Acct-Z2 commitments
- Principal6 commitments
- Blackrock4 commitments
- Wells Fargo1 commitment
Relationship network
25 connected entities12 observed commitments5 repeat counterparties11 dated commitments shown here, 2022 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
- Common/collective trusts 97.3%
- Registered investment companies 2.7%
Consultants and advisers
- Wells Fargo Advisors, LLC Investment adviser (plan)through Dec 31, 2024 Form 5500
- Principal Financial Group Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Principal6 rows, latest Dec 31, 2023
- Blackrock4 rows, latest Dec 31, 2024
- Wells Fargo1 row, latest Dec 31, 2024
- Blackrockplan years
What changed
- Dec 31, 2024Holding startedFront Porch Retirement Income Plan first reports an interest in Principal/blackrock S&p 500 Index: $3M at 2024-12-31with Principal/blackrock S&p 500 Indexaskebsa.dol.gov
- Dec 31, 2024Holding startedFront Porch Retirement Income Plan first reports an interest in Principal/blackrock S&p Mc Indx Cit: $765,292 at 2024-12-31with Principal/blackrock S&p Mc Indx Citaskebsa.dol.gov
- Dec 31, 2024Holding startedFront Porch Retirement Income Plan first reports an interest in Liability Driven Solution Cit II: $15M at 2024-12-31with Liability Driven Solution Cit IIaskebsa.dol.gov
- Dec 31, 2024Holding startedFront Porch Retirement Income Plan first reports an interest in Liability Driven Solution Cit I (Wells Fargo): $32M at 2024-12-31with Wells Fargoaskebsa.dol.gov
- Dec 31, 2024Holding startedFront Porch Retirement Income Plan first reports an interest in Russell 2000 Index Cit N: $415,642 at 2024-12-31with Russell 2000 Index Cit Naskebsa.dol.gov
+8 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Principal/blackrock Intl Eqty Indexcollective trust | Blackrock | Pooled vehicles | $977,164 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 2000 Index Cit Ncollective trust | Blackrock | Pooled vehicles | $415,642 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Principal/blackrock S&p Mc Indx Citcollective trust | Blackrock | Pooled vehicles | $765,292 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 Dec 31, 2024 | 1,354 | $53.8M | $48.9M | 113.8% | $53.8M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,387 | $50.3M | $50.8M | 108.9% | $53.8M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,511 | $63.8M | $44.9M | 133.7% | $50.3M | Not disclosed | Not disclosed | Not disclosed |
- Principal Custody Solutions codes 13 50 $185,647 PY2024
- Principal Life Insurance Company codes 13 50 64 $21,937 PY2024
- Wells Fargo Advisors codes 27 50 99 $5,240 PY2024
+20 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Front Porch Retirement Income Plan sits on 3 traced paths of capital across the graphs.
DFX traced 3 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
+10 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
+4 connections on the graph
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