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AllocatorsPlancorporate pension<100m

Retirement Plan of Easter Seals Alabama, Inc.

Allocators

Montgomery, AL

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Search this name across graphsid dfx:al:3c651065-83f5-45d7-982a-bb411bffaf9a

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 10:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 8
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: $16.4Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 75%
Participants: 344
Commitments: 33with an amount; holdings are counted apart
Managers: 1
Funds: 13
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
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

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval; showing 25 of 33

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$6.4M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$6.2M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$6.1M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$4.2M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$4.2M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$3.4M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$2.1M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$2.1M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$1.8M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$1.5M	Dec 31, 2024	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$1.4M	Dec 31, 2022	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$1.3M	Dec 31, 2024	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$1.3M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$1.2M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$1.1M	Dec 31, 2022	Separate account	Dol form 5500 pension
Principal Overseas Sep Acct-Z	Principal	Pooled vehicle	$562,355	Dec 31, 2023	Separate account	Dol form 5500 pension
Principal Overseas Sep Acct-Z	Principal	Pooled vehicle	$542,648	Dec 31, 2024	Separate account	Dol form 5500 pension
Principal Overseas Sep Acct-Z	Principal	Pooled vehicle	$459,268	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Midcap Value I Sa-Z	Principal	Pooled vehicle	$454,802	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Midcap Sep Acct-Z	Principal	Pooled vehicle	$452,524	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Org Emg Mkts Sep Acct-Z	Principal	Pooled vehicle	$376,700	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Org Emg Mkts Sep Acct-Z	Principal	Pooled vehicle	$359,081	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Midcap Growth III Sa-Z	Principal	Pooled vehicle	$254,765	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Midcap Value I Sa-Z	Principal	Pooled vehicle	$253,351	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Midcap Value I Sa-Z	Principal	Pooled vehicle	$252,369	Dec 31, 2023	Separate account	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 3 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	100	$16.4M	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
Raymond James Financial	Investment adviser	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Principal Global Investors LLC	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Martin Martin Randall & Assoc., Inc	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Easter Seals Alabama, Inc.Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ Principal Global Investors LLCInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Martin Martin Randall & Assoc., IncInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Raymond James FinancialInvestment consultantInvestment adviser
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Retirement Plan of Easter Seals Alabama, Inc. no longer reports Prin Midcap Growth III Sa-Z (Principal) (last held $254,765 at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 5 days ago
$254,765
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Retirement Plan of Easter Seals Alabama, Inc. first reports an interest in Prin Midcap Sep Acct-Z (Principal): $452,524 at 2024-12-31
Principal Form 5500observed 5 days ago
$452,524
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Retirement Plan of Easter Seals Alabama, Inc. no longer reports Prin Org Emg Mkts Sep Acct-Z (Principal) (last held $359,081 at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 5 days ago
$359,081
Occurred
Dec 31, 2023
Consultant changed
Raymond James Financial appears on Retirement Plan of Easter Seals Alabama, Inc.'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Raymond James Financial Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Retirement Plan of Easter Seals Alabama, Inc. no longer reports Prin Intl Smallcap Sep Acct-Z (Principal) (last held $220,218 at 2022-12-31; absent from the 2023-12-31 filing)
Principal Form 5500observed 5 days ago
$220,218

Show 3 bookkeeping events

Occurred
Jan 1, 2024
Retirement Plan of Easter Seals Alabama, Inc. funded ratio 80.4% -> 75.3% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Retirement Plan of Easter Seals Alabama, Inc. plan assets $22M -> $17M (-25.0%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Retirement Plan of Easter Seals Alabama, Inc. funded ratio 97.1% -> 80.4% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:3c651065-83f5-45d7-982a-bb411bffaf9a
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 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.

Retirement Plan of Easter Seals Alabama, Inc.

Allocators

Montgomery, AL

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:3c651065-83f5-45d7-982a-bb411bffaf9a

Vehicle

Manager

Bucket

Value

As of

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Source