This allocator's name and 1 more adviser
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Corporate pension in Georgia
Corporate pension, based in Atlanta, Georgia, for 273 participants.
Composed from this allocator's classification, location and filed figures.
- Funded ratio
- 106.8%
Nothing material in the last 90 days. No dated change on record yet.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Columbia Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- LPL Financial Investment adviser (plan)through Dec 31, 2022 Form 5500
- Reliance Trust Company Trusteethrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Dec 31, 2022 | 273 | $31.2M | $22.5M | 106.8% | $0 | Not disclosed | Not disclosed | Not disclosed |
- Columbia Management codes 27 28 $103,690 PY2022
- LPL Financial Group codes 27 28 $31,077 PY2022
- Reliance Trust Company codes 21 25 50 $9,875 PY2022
+1 more service provider
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
Not yet on record: assets, fund commitments, managers, allocation policy.
›Connections
every published relationship on the graph
+5 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.