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AllocatorsPlancorporate pension<100m

Front Porch Retirement Income Plan

Allocators

Walnut Creek, CA

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Search this name across graphsid dfx:al:d6e93338-6c14-495a-9cd8-dcdab6dd219a

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, 10:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 13
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: $53.8Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 114%
Participants: 1,354
Commitments: 12with an amount; holdings are counted apart
Managers: 3
Funds: 9
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 1
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
Liability Driven Solution Cit I	Wells Fargo	Pooled vehicle	$32.4M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Liability Driven Solution Cit II	n/a	Pooled vehicle	$15.0M	Dec 31, 2024	Collective trust	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 Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$11.7M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Smcap Value II Sep Acct-Z	Principal	Pooled vehicle	$3.3M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Real Estate Secs Sa-Z	Principal	Real estate	$3.1M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Real Estate Secs Sa-Z	Principal	Real estate	$2.8M	Dec 31, 2022	Separate account	Dol form 5500 pension
Principal/blackrock S&p 500 Index	n/a	Pooled vehicle	$2.8M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Prin Smcap Value II Sep Acct-Z	Principal	Pooled vehicle	$2.7M	Dec 31, 2022	Separate account	Dol form 5500 pension
Principal/blackrock Intl Eqty Index	Blackrock	Pooled vehicle	$977,164	Dec 31, 2024	Collective trust	Dol form 5500 pension
Principal/blackrock S&p Mc Indx Cit	n/a	Pooled vehicle	$765,292	Dec 31, 2024	Collective trust	Dol form 5500 pension
Russell 2000 Index Cit N	n/a	Pooled vehicle	$415,642	Dec 31, 2024	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; 6 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Common/collective trusts	n/a	n/a	n/a	97	$52.3M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	3	$1.4M	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
Wells Fargo Advisors, LLC	Investment adviser	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
Principal Financial Group	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
Blackrock	n/a	Dec 31, 2024	n/a	yes	fact

Relationships

Manages for (1)

← BlackrockInvestment consultant
Dec 31, 2024 to presentfactForm 5500

Sponsors (1)

← Front Porch Communities and ServicesPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ Principal Financial GroupInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Wells Fargo Advisors, LLCInvestment consultantInvestment adviser
Jan 1, 2024 to Dec 31, 2024factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Front Porch Retirement Income Plan first reports an interest in Russell 2000 Index Cit N: $415,642 at 2024-12-31
Russell 2000 Index Cit N Form 5500observed 4 days ago
$415,642
Occurred
Dec 31, 2024
Consultant changed
Wells Fargo Advisors appears on Front Porch Retirement Income Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Wells Fargo Advisors, LLC Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Front Porch Retirement Income Plan no longer reports Prin Real Estate Secs Sa-Z (Principal) (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 4 days ago
$3.1M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Front Porch Retirement Income Plan first reports an interest in Principal/blackrock Intl Eqty Index: $977,164 at 2024-12-31
Principal/blackrock Intl Eqty Index Form 5500observed 4 days ago
$977,164
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Front Porch Retirement Income Plan no longer reports Prin Smcap Value II Sep Acct-Z (Principal) (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 4 days ago
$3.3M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Front Porch Retirement Income Plan no longer reports Prin Lgcp S&p 500 Index Sa-Z (Principal) (last held $12M at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 4 days ago
$11.7M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Front Porch Retirement Income Plan first reports an interest in Liability Driven Solution Cit I (Wells Fargo): $32M at 2024-12-31
Wells Fargo Form 5500observed 4 days ago
$32.4M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Front Porch Retirement Income Plan first reports an interest in Liability Driven Solution Cit II: $15M at 2024-12-31
Liability Driven Solution Cit II Form 5500observed 4 days ago
$15.0M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Front Porch Retirement Income Plan first reports an interest in Principal/blackrock S&p Mc Indx Cit: $765,292 at 2024-12-31
Principal/blackrock S&p Mc Indx Cit Form 5500observed 4 days ago
$765,292
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Front Porch Retirement Income Plan first reports an interest in Principal/blackrock S&p 500 Index: $3M at 2024-12-31
Principal/blackrock S&p 500 Index Form 5500observed 4 days ago
$2.8M

Show 3 bookkeeping events

Occurred
Jan 1, 2024
Front Porch Retirement Income Plan funded ratio 108.9% -> 113.8% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Front Porch Retirement Income Plan plan assets $64M -> $50M (-21.2%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Front Porch Retirement Income Plan funded ratio 133.7% -> 108.9% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:d6e93338-6c14-495a-9cd8-dcdab6dd219a
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.