DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Chiesa Shahinian & Giantomasi PC Cash Balance Plan
Corporate pensionRoseland, NJ
Assets
n/a
Total assets, Dec 31, 2024 reported
Funded
91.4%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
1 managers on Schedule C
Plan sponsor: Chiesa Shahinian & Giantomasi PC
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 6.1%
- U.S. Government securities 93.9%
Consultants and advisers
3 firms
- US Bank Trusteethrough Dec 31, 2024 Form 5500
- October Three Consulting LLC Actuarythrough Dec 31, 2023 Form 5500
- Nppg Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Fiducient Advisors LLCplan years 2024
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
28 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 179 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 177 | $27.0M | $25.1M | 91.4% | $28.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 172 | $27.3M | $21.2M | 106.0% | $27.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Fiducient Advisors codes 28 $36,209 PY2024
- Forvis Mazars LLP codes 10 $15,400 PY2024
- US Bank codes 21 $13,850 PY2024
- October Three Consulting LLC codes 11 PY2023
- Nppg codes 11 PY2022
What changed
2 events
- Dec 31, 2024Assets changedChiesa Shahinian & Giantomasi PC Cash Balance Plan total assets $28M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2023Funded status changedChiesa Shahinian & Giantomasi PC Cash Balance Plan funded ratio 106.0% -> 91.4% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 222012591-005
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.