Smart & Final Pension Plan
Corporate pension, based in Commerce, California, reporting $169M in assets, for 3,987 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Smart & Final Pension Plan plan assets $137M -> $155M (+13.4%, 2023-01-01 to 2024-01-01).
1 more adviser
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
14 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
- Interest-bearing cash 3.0%
- Corporate debt instruments (other) 1.4%
- Corporate debt instruments (preferred) 2.0%
- U.S. Government securities 6.7%
- Other investments 0.4%
- Registered investment companies 49.8%
- Common stock 35.7%
Consultants and advisers
- Principal Trust Co. Custodianthrough Dec 31, 2023 Form 5500
- Principal Bank Custodianthrough Dec 31, 2022 Form 5500
- Curcio Webb Actuarythrough Dec 31, 2022 Form 5500
+1 more consultant or adviser 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
- Earnest Partnersplan years 2024
- WCM Investment Management, LLCplan years 2022
- Cove Street Capital LLCplan years 2022
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Jan 1, 2024Assets changedSmart & Final Pension Plan plan assets $137M -> $155M (+13.4%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedSmart & Final Pension Plan total assets $138M -> $156M (+12.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedSmart & Final Pension Plan funded ratio 107.3% -> 92.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedSmart & Final Pension Plan plan assets $171M -> $137M (-19.9%, 2022-01-01 to 2023-01-01)
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 | 3,987 | $155M | $169M | 93.3% | $169M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 3,999 | $137M | $158M | 92.0% | $156M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 4,016 | $171M | $149M | 107.3% | $138M | $0 | $0 | $0 |
- Curcio Webb, LLC codes 11 50 $464,570 PY2024
- Blackrock Investment Management LLC codes 28 50 51 $234,964 PY2024
- Earnest Partners, LLC codes 28 33 51 68 $170,634 PY2024
+25 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.
Record history
- Total assets changed2024-01-01source on record
- Total assets changed2023-12-31source on record
- Funded status changed2023-01-01source on record
+1 more change 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
+10 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.