DFX Intelligence

This allocator's name and 5 more dated events

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Corporate pension in New Jersey

Corporate pension· Kenvil, New Jersey

Corporate pension, based in Kenvil, New Jersey, reporting $5.2M in assets, for 320 participants.

Composed from this allocator's classification, location and filed figures.

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $5.2M
Funded ratio: 67.8%
Managers: 1

Open searches Allocation policy Managers

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, Manager relationship started.

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$5.2M

Total assets, Dec 31, 2024 reported

Funded

67.8%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

1 manager on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.9%
Registered investment companies 80.0%
Common stock 0.0%

Consultants and advisers

1 firm

Concierge Retirement Services, Inc. Actuarythrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

3 managers on Schedule C

From Schedule C (investment management, code 28)

JP Morganplan years 2024
J.P. Morganplan years 2023
Capitale Investments LLCplan years 2022

What changed

10 events

Dec 31, 2024Manager relationship started
with JP Morganaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with J.P. Morganaskebsa.dol.gov
Dec 31, 2024Assets changed
$1.2Maskebsa.dol.gov
Jan 1, 2024Funded status changed
24 pointsaskebsa.dol.gov
Jan 1, 2024Assets changed
$1.5Maskebsa.dol.gov

+5 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.

Size and funding

33 readings

Total assets

$5.2M Dec 31, 2024 reported Form 5500

$4.0M (2023-12) · $2.5M (2022-12)

Plan assets

$3.9M Jan 1, 2024 reported Form 5500

$2.5M (2023-01) · $4.2M (2022-01)

Net assets

$5.2M Dec 31, 2024 reported Form 5500

$4.0M (2023-12) · $2.5M (2022-12)

Funded ratio

67.8% Jan 1, 2024 reported Form 5500

43.7% (2023-01) · 78.7% (2022-01)

Funding target

$6.4M Jan 1, 2024 reported Form 5500

$6.0M (2023-01) · $5.9M (2022-01)

Discount rate

5.21% Jan 1, 2024 reported Form 5500

5.29% (2023-01) · 5.47% (2022-01)

Participants

320 Jan 1, 2024 reported Form 5500

300 (2023-01) · 305 (2022-01)

Contributions

$1.2M Dec 31, 2024 reported Form 5500

$1.5M (2023-12) · $875,528 (2022-12)

Benefits paid

$289,353 Dec 31, 2024 reported Form 5500

$262,355 (2023-12) · $248,259 (2022-12)

Net investment income

$1.2M Dec 31, 2024 reported Form 5500

$1.5M (2023-12) · -$1.7M (2022-12)

Investment management fees

$29,139 Dec 31, 2024 reported Form 5500

$15,277 (2023-12) · $18,306 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	320	$3.9M	$6.4M	67.8%	$5.2M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	300	$2.5M	$6.0M	43.7%	$4.0M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	305	$4.2M	$5.9M	78.7%	$2.5M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

JP Morgan codes 28 50 $29,139 PY2024
Concierge Retirement Services, Inc. codes 11 PY2024
J.P. Morgan codes 28 50 $15,277 PY2023

+3 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Provenance

Identifiers: none on file

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Not yet on record: fund commitments.

Record history

10 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
Manager relationship ended
2023-12-31source

+7 more changes on this record's ledger

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+5 connections on the graph

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