Grant County Bank Defined Benefit Plan
Corporate pension, based in Petersburg, West Virginia, reporting $10.6M in assets, for 100 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. No dated change on record yet.
Capital path
who backs this record, through what, into what; each name opens its own path- Value Equity Collective Fund1 commitment
Relationship network
4 connected entities1 observed commitmentcommitments 2023
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.
- 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
Consultants and advisers
- Pentegra Services, Inc. Actuarythrough Oct 31, 2023 Form 5500
People
Manager roster
What changed
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Oct 31, 2023 | Value Equity Collective Fundcollective trust | Deprince Race Zollo | Public equity | $669,564 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 |
|---|---|---|---|---|---|---|---|---|
| 2022 to Oct 31, 2023 | 100 | $10.6M | $10.3M | 113.3% | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
- Value Equity Collective Trust Sched. D C $669,564 PY2022
- Pentegra Services, Inc. codes 11 PY2022
Provenance
Provenance
Not yet on record: managers, allocation policy.
›Connections
every published relationship on the graph
+2 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.