This allocator's name
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Corporate pension in New York
Corporate pension, based in NEW York, New York, reporting $28.1M in assets, for 123 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $28.1M
- Funded ratio
- 110.1%
Nothing material in the last 90 days. No dated change on record yet.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 0.2%
- Registered investment companies 94.1%
- Capital Stratagies Invt Group LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
- Nwps Actuarythrough Dec 31, 2023 Form 5500
- Reliance Trust Company Trusteethrough Dec 31, 2023 Form 5500
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 123 | $26.4M | $23.9M | 110.1% | $28.1M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 121 | $24.1M | $21.9M | 110.0% | $26.5M | Not disclosed | Not disclosed | Not disclosed |
- Capital Strategies codes 27 $72,192 PY2024
- Nwps codes 11 $33,171 PY2024
- Reliance Trust codes 21 $12,286 PY2024
+5 more service providers
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Provenance
Not yet on record: fund commitments, managers.
›Connections
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+4 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.