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AllocatorsPlancorporate pension<100m

Advanced Radiology Services Cash Balance Plan

Allocators

Grand Rapids, MI

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:3703fcbc-a69f-4bf9-81aa-53a9cd21cb5a

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 10:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 15
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $18.0Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 104%
Participants: 162
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 6 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	1	$107,939	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	72	$13.0M	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Conrad Siegel	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Guggenheim Partners Invest Mgmt LLC	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact
Grantham Mayo van Otterloo & Co LLC	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
Invesco Advisers, Inc.	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Dodge & Cox	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Capital Research and Management Com	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Fidelity Management & Research Comp	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
J.P. Morgan Chase & Co	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Massachusetts Financial Services Co	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Charles Schwab Investment Mgmt Inc	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Spdr State Street Global Advisors	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Angel Oak Capital Advisors, LLC	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Doubleline Capital, LP	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Guggenheim Partners Investment Mgmt	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
T Rowe Price	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Pimco	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Blackrock	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← Advanced Radiology Services, P.C.Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (1)

→ Conrad SiegelInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Manages for (16)

← BlackrockInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Invesco Advisers, Inc.Manager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Dodge & CoxInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Capital Research and Management ComManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Fidelity Management & Research CompManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← J.P. Morgan Chase & CoManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Massachusetts Financial Services CoManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← T Rowe PriceInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← PimcoInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Charles Schwab Investment Mgmt IncManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Spdr State Street Global AdvisorsManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Angel Oak Capital Advisors, LLCManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Doubleline Capital, LPManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Guggenheim Partners Investment MgmtManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Grantham Mayo van Otterloo & Co LLCInvestment consultantInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500
← Guggenheim Partners Invest Mgmt LLCManager with allocator capitalInvestment management
Jan 1, 2024 to Dec 31, 2024factForm 5500

Dated events

6 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Manager relationship ended
Guggenheim Partners Investment Mgmt no longer appears on Advanced Radiology Services Cash Balance Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Guggenheim Partners Investment Mgmt Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Manager relationship started
Guggenheim Partners Invest Mgmt LLC appears on Advanced Radiology Services Cash Balance Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Guggenheim Partners Invest Mgmt LLC Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Capital Research and Management Com no longer appears on Advanced Radiology Services Cash Balance Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Capital Research and Management Com Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Manager relationship started
Capital Research and Management Co appears on Advanced Radiology Services Cash Balance Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Capital Research and Management Com Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Invesco Advisers, Inc. no longer appears on Advanced Radiology Services Cash Balance Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Invesco Advisers, Inc.Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Manager relationship started
Capital Research and Management Com appears on Advanced Radiology Services Cash Balance Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Capital Research and Management Com Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Capital Research and Company no longer appears on Advanced Radiology Services Cash Balance Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Capital Research and Management Com Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Angel Oak Capital Advisors, LLC no longer appears on Advanced Radiology Services Cash Balance Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Angel Oak Capital Advisors, LLC Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Manager relationship started
Grantham, Mayo, van Otterloo & Co., appears on Advanced Radiology Services Cash Balance Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Grantham Mayo van Otterloo & Co LLC Form 5500observed 4 days ago

Show 6 bookkeeping events

Occurred
Dec 31, 2024
Advanced Radiology Services Cash Balance Plan total assets $15M -> $18M (+24.1%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2024
Advanced Radiology Services Cash Balance Plan funded ratio 119.4% -> 103.6% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
Advanced Radiology Services Cash Balance Plan plan assets $11M -> $14M (+21.6%, 2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
Advanced Radiology Services Cash Balance Plan total assets $11M -> $15M (+28.0%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Advanced Radiology Services Cash Balance Plan funded ratio 132.9% -> 119.4% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Advanced Radiology Services Cash Balance Plan plan assets $5M -> $11M (+124.4%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:3703fcbc-a69f-4bf9-81aa-53a9cd21cb5a
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Advanced Radiology Services Cash Balance Plan

Allocators

Grand Rapids, MI

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:3703fcbc-a69f-4bf9-81aa-53a9cd21cb5a

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$107,939

Dec 31, 2024

Derived

Registered investment companies

n/a

$13.0M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Conrad Siegel

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Guggenheim Partners Invest Mgmt LLC

Investment management

Jan 1, 2024

Dec 31, 2024

fact

Grantham Mayo van Otterloo & Co LLC

Investment management

Jan 1, 2023

Dec 31, 2023

fact

Invesco Advisers, Inc.

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Dodge & Cox

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Capital Research and Management Com

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Fidelity Management & Research Comp

Investment management

Jan 1, 2022

Dec 31, 2022

fact

J.P. Morgan Chase & Co

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Massachusetts Financial Services Co

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Charles Schwab Investment Mgmt Inc

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Spdr State Street Global Advisors

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Angel Oak Capital Advisors, LLC

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Doubleline Capital, LP

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Guggenheim Partners Investment Mgmt

Investment management

Jan 1, 2022

Dec 31, 2022

fact

T Rowe Price

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Pimco

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Blackrock

Investment management

Jan 1, 2022

Dec 31, 2022

fact