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AllocatorsPlancorporate pension<100m

Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P. C Cash Balance Plan

Allocators

Boston, MA

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:9f18589e-5edd-4ce8-a085-b5c6e809a325

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 6:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 5
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: $21.6Mlatest reading; see basis
Assets as of: Mar 29, 2025
Assets basis: REPORTED
Funded ratio: 111%
Participants: 125
Commitments: 3with an amount; holdings are counted apart
Managers: 1
Funds: 1
Re-ups: 0
First-time managers: 0
Latest commitment: Mar 29, 2025
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Mar 29, 2025
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
AB Global Strategic Core Equity Ct	Alliance Bernstein, L.P.	Public equity	$2.7M	Mar 29, 2025	Collective trust	Dol form 5500 pension
AB Global Strategic Core Equity Ct	Alliance Bernstein, L.P.	Public equity	$2.7M	Mar 30, 2024	Collective trust	Dol form 5500 pension
AB Global Strategic Core Equity Ct	Alliance Bernstein, L.P.	Public equity	$1.9M	Apr 1, 2023	Collective trust	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; 12 rows folded into 4

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	0	$420	Mar 29, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	0	$62,305	Mar 29, 2025	Derived
Common/collective trusts	n/a	n/a	n/a	13	$2.7M	Mar 29, 2025	Derived
Registered investment companies	n/a	n/a	n/a	72	$15.6M	Mar 29, 2025	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
Alliance Bernstein, L.P.	Investment adviser	Apr 3, 2022	Apr 1, 2023	no	fact	Dol form 5500 pension
Gallagher Benefit Services, Inc.	actuary	Apr 3, 2022	Apr 1, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C.Plan sponsorPlan sponsor
Apr 3, 2022 to presentfactForm 5500

Advised by (2)

→ Alliance Bernstein, L.P.Investment consultantInvestment adviser
Apr 3, 2022 to Apr 1, 2023factForm 5500
→ Gallagher Benefit Services, Inc.Investment consultantactuary
Apr 3, 2022 to Apr 1, 2023factForm 5500

Dated events

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

Show 5 bookkeeping events

Occurred
Mar 31, 2024
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P. C Cash Balance Plan plan assets $17M -> $20M (+19.1%, 2023-04-02 to 2024-03-31)
Occurred
Mar 31, 2024
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P. C Cash Balance Plan funded ratio 108.9% -> 111.1% (2023-04-02 to 2024-03-31)
Occurred
Mar 30, 2024
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P. C Cash Balance Plan total assets $17M -> $20M (+19.1%, 2023-04-01 to 2024-03-30)
Occurred
Apr 2, 2023
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P. C Cash Balance Plan plan assets $15M -> $17M (+10.7%, 2022-04-03 to 2023-04-02)
Occurred
Apr 2, 2023
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P. C Cash Balance Plan funded ratio 120.1% -> 108.9% (2022-04-03 to 2023-04-02)

Provenance

Graph: Allocators
Canonical id: dfx:al:9f18589e-5edd-4ce8-a085-b5c6e809a325
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.

Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P. C Cash Balance Plan

Allocators

Boston, MA

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:9f18589e-5edd-4ce8-a085-b5c6e809a325

Vehicle

Manager

Bucket

Value

As of

Kind

Source

AB Global Strategic Core Equity Ct

Alliance Bernstein, L.P.

Public equity

$2.7M

Mar 29, 2025

Collective trust

Dol form 5500 pension

AB Global Strategic Core Equity Ct

Alliance Bernstein, L.P.

Public equity

$2.7M

Mar 30, 2024

Collective trust

Dol form 5500 pension

AB Global Strategic Core Equity Ct

Alliance Bernstein, L.P.

Public equity

$1.9M

Apr 1, 2023

Collective trust

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$420

Mar 29, 2025

Derived

Non-interest-bearing cash

n/a

$62,305

Mar 29, 2025

Derived

Common/collective trusts

n/a

$2.7M

Mar 29, 2025

Derived

Registered investment companies

n/a

$15.6M

Mar 29, 2025

Derived

Consultant

Role

From

Current

Evidence

Source

Alliance Bernstein, L.P.

Investment adviser

Apr 3, 2022

Apr 1, 2023

fact

Dol form 5500 pension

Gallagher Benefit Services, Inc.

actuary

Apr 3, 2022

Apr 1, 2023

fact

Dol form 5500 pension