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AllocatorsPlancorporate pension<100m

Provident Bank Pension Plan

Allocators

Iselin, NJ

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Search this name across graphsid dfx:al:754590c7-8ef9-4f6f-95aa-490278b2beee

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, 9:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 6
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: $55.9Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 99%
Participants: 377
Commitments: 14with an amount; holdings are counted apart
Managers: 2
Funds: 5
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

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$14.7M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$14.4M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$12.7M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Midcap S&p 400 Idx Sa-Z	Principal	Pooled vehicle	$2.8M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Midcap S&p 400 Idx Sa-Z	Principal	Pooled vehicle	$2.7M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Midcap S&p 400 Idx Sa-Z	Principal	Pooled vehicle	$2.3M	Dec 31, 2022	Separate account	Dol form 5500 pension
Columbia Tr Div Inc Inst 300	Ameriprise Trust Company	Pooled vehicle	$1.7M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Columbia Tr Div Inc Inst 300	Ameriprise Trust Company	Pooled vehicle	$1.6M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Prin Bond Market Index Sa-Z	Principal	Fixed income	$1.1M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Bond Market Index Sa-Z	Principal	Fixed income	$1.1M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Bond Market Index Sa-Z	Principal	Fixed income	$938,930	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$657,700	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$382,171	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$374,139	Dec 31, 2022	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; 11 rows folded into 4

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Insurance company general account	n/a	n/a	n/a	0	$73,248	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	3	$1.7M	Dec 31, 2024	Derived
Pooled separate accounts	n/a	n/a	n/a	34	$19.2M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	62	$34.9M	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
CSB Associates	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
The Angell Pension Group, Inc.	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
Ameriprise Trust Company	n/a	Dec 31, 2024	n/a	yes	fact

Relationships

Manages for (1)

← Ameriprise Trust CompanyInvestment consultant
Dec 31, 2024 to presentfactForm 5500

Sponsors (1)

← Provident BankPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ CSB AssociatesInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ The Angell Pension Group, Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Provident Bank Pension Plan first reports an interest in Columbia Tr Div Inc Inst 300: $2M at 2023-12-31
Columbia Tr Div Inc Inst 300 Form 5500observed 4 days ago
$1.6M

Show 5 bookkeeping events

Occurred
Jan 1, 2024
Provident Bank Pension Plan plan assets $48M -> $53M (+10.0%, 2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
Provident Bank Pension Plan funded ratio 90.6% -> 99.2% (2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
Provident Bank Pension Plan total assets $48M -> $53M (+10.0%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Provident Bank Pension Plan plan assets $58M -> $48M (-18.0%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Provident Bank Pension Plan funded ratio 114.6% -> 90.6% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:754590c7-8ef9-4f6f-95aa-490278b2beee
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 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.