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AllocatorsPlancorporate pension<100m

NEW Mexico Orthopaedic Associates, P.C. Defined Benefit Plan

Allocators

Albuquerque, NM

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Search this name across graphsid dfx:al:e9d87d77-bdda-4b79-b0d8-afd3db398c5e

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 18, 2026, 10:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 7
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: $31.6Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 94%
Participants: 339
Commitments: 2with an amount; holdings are counted apart
Managers: 0
Funds: 1
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2023
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
CIT Flexpath Single Box Cash Bal	n/a	cash	$25.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
CIT Flexpath Single Box Cash Bal	n/a	cash	$21.5M	Dec 31, 2022	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; 9 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	0	$231	Dec 31, 2024	Derived
Other investments	n/a	n/a	n/a	31	$9.8M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	68	$21.6M	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
Nfp	Pension consultant	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Ascensus	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Sentinel Benefits Group, LLC	Pension consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Nyhart	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← NEW Mexico Orthopaedic Associates, P.C.Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (4)

→ AscensusInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Sentinel Benefits Group, LLCInvestment consultantPension consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ NyhartInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ NfpInvestment consultantPension consultant
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
Sentinel Benefits Group no longer appears on NEW Mexico Orthopaedic Associates, P.C. Defined Benefit Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
Sentinel Benefits Group, LLC Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Consultant changed
Nfp appears on NEW Mexico Orthopaedic Associates, P.C. Defined Benefit Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
Nfp Form 5500observed 3 days ago

Show 5 bookkeeping events

Occurred
Dec 31, 2024
NEW Mexico Orthopaedic Associates, P.C. Defined Benefit Plan total assets $27M -> $32M (+16.0%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2024
NEW Mexico Orthopaedic Associates, P.C. Defined Benefit Plan funded ratio 97.9% -> 94.5% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
NEW Mexico Orthopaedic Associates, P.C. Defined Benefit Plan plan assets $23M -> $27M (+20.0%, 2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
NEW Mexico Orthopaedic Associates, P.C. Defined Benefit Plan total assets $23M -> $27M (+20.0%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
NEW Mexico Orthopaedic Associates, P.C. Defined Benefit Plan plan assets $26M -> $23M (-11.8%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:e9d87d77-bdda-4b79-b0d8-afd3db398c5e
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.

NEW Mexico Orthopaedic Associates, P.C. Defined Benefit Plan

Allocators

Albuquerque, NM

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:e9d87d77-bdda-4b79-b0d8-afd3db398c5e

Vehicle

Manager

Bucket

Value

As of

Kind

Source

CIT Flexpath Single Box Cash Bal

n/a

cash

$25.7M

Dec 31, 2023

Collective trust

Dol form 5500 pension

CIT Flexpath Single Box Cash Bal

n/a

cash

$21.5M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$231

Dec 31, 2024

Derived

Other investments

n/a

$9.8M

Dec 31, 2024

Derived

Registered investment companies

n/a

$21.6M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Nfp

Pension consultant

Jan 1, 2023

Dec 31, 2023

fact

Dol form 5500 pension

Ascensus

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Sentinel Benefits Group, LLC

Pension consultant

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Nyhart

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension