Retirement Plan for Officers,business Reps and Office Employees of Local 464a
Corporate pension, based in Little Falls, New Jersey, reporting $13.2M in assets, for 100 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, Retirement Plan for Officers,business Reps and Office Employees of Local 464a total assets $12M -> $13M (+13.8%, 2022-12-31 to 2023-12-31).
3 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Principal/blackrock Intl Eqty Index2 commitments
- Principal/causeway International Va2 commitments
- Multi-Manager Small Cap Cit2 commitments
Relationship network
11 connected entities6 observed commitments5 repeat counterpartiescommitments 2022 to 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.
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 1.8%
- Corporate debt instruments (other) 11.5%
- U.S. Government securities 10.7%
- Common/collective trusts 13.1%
- Registered investment companies 5.3%
- Common stock 57.6%
Consultants and advisers
- Principal Custody Solutions Investment adviser (plan)through Dec 31, 2022 Form 5500
- Savasta and Company Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
What changed
- Dec 31, 2023Assets changedRetirement Plan for Officers,business Reps and Office Employees of Local 464a total assets $12M -> $13M (+13.8%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedRetirement Plan for Officers,business Reps and Office Employees of Local 464a funded ratio 135.2% -> 109.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan for Officers,business Reps and Office Employees of Local 464a plan assets $14M -> $12M (-19.4%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | Principal/blackrock Intl Eqty Indexcollective trust | Blackrock | Pooled vehicles | $570,440 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Principal/causeway International Vacollective trust | Causeway | Pooled vehicles | $506,052 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Multi-Manager Small Cap Citcollective trust | Principal Group | Public equity | $654,326 held | Disclosed holding | askebsa.dol.gov |
+3 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 |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 100 | $11.6M | $10.6M | 109.4% | $13.2M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 102 | $14.4M | $10.7M | 135.2% | $11.6M | Not disclosed | Not disclosed | Not disclosed |
- The Principal Bank codes 27 $29,391 PY2023
- Causeway International Value Cit Sched. D C $506,052 PY2023
- Blackrock International Equity Cit Sched. D C $570,440 PY2023
+7 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
Retirement Plan for Officers,business Reps and Office Employees of Local 464a sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Total assets changed2023-12-31source on record
- Funded status changed2023-01-01source on record
- Total assets changed2023-01-01source on record
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
+5 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.