Ampex Consolidated Retirement Plan
Corporate pension, based in Stamford, Connecticut, reporting $109M in assets, for 1,831 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Jefferies LLC appears on Ampex Consolidated Retirement Plan's Schedule C as general consultant (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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Relationship network
19 connected entities
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
- 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
- Master trust investment accounts 100.0%
Consultants and advisers
- Jefferies LLC General consultantthrough Dec 31, 2024 Form 5500
- Ethan E. Kra Actuarial Services LLC Actuarythrough Dec 31, 2024 Form 5500
- State Street Bank & Trust Company Trusteethrough Dec 31, 2023 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
- Pinnacle Associates Ltd.plan years 2023
- Allspring Global Investments LLCplan years 2023
What changed
- Dec 31, 2024Manager relationship endedinferencePinnacle Associates Ltd no longer appears on Ampex Consolidated Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Pinnacle Associates Ltd.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceJefferies LLC appears on Ampex Consolidated Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Jefferies LLCaskebsa.dol.gov
- Dec 31, 2024Assets changedAmpex Consolidated Retirement Plan total assets $160M -> $109M (-31.5%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedAmpex Consolidated Retirement Plan funded ratio 114.2% -> 134.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedAmpex Consolidated Retirement Plan plan assets $198M -> $160M (-19.6%, 2023-01-01 to 2024-01-01)
Commitments
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 | 1,831 | $160M | $119M | 134.0% | $109M | $0 | $109M | $0 |
| 2023 to Dec 31, 2023 | 3,749 | $198M | $173M | 114.2% | $160M | $0 | $160M | $0 |
- Cbiz Benefits & Insurance Services codes 11 14 $751,231 PY2024
- Jefferies LLC codes 16 $661,185 PY2024
- State Street Bank codes 13 21 $272,121 PY2024
+21 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
Not yet on record: fund commitments, managers.
Record history
- Manager relationship ended2024-12-31source on record
- Consultant changed2024-12-31source on record
- Total assets changed2024-12-31source on record
+2 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
+8 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.