This allocator's name and 1 more adviser
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Corporate pension in New York
Corporate pension, based in Roosevelt, New York, reporting $15.2M in assets, for 534 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $15.2M
- Funded ratio
- 91.7%
- Fund commitments
- 1
Nothing material in the last 90 days. Last change: 30 Jun 2025, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- MFO Db Growth Protfolio Institution1 commitment
- Great Gray Trust Company1 commitment
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 1.9%
- Non-interest-bearing cash 1.3%
- Common/collective trusts 61.9%
- Registered investment companies 33.2%
- USI Consulting Group Actuarythrough Jun 30, 2025 Form 5500
- Charles Schwab Trust Trusteethrough Jun 30, 2025 Form 5500
- The Vanguard Group Trusteethrough Jun 30, 2023 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.
- Great Gray Trust Company1 row, latest Jun 30, 2025
- Jun 30, 2025Assets changeddown $2.9Maskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith USI Consulting Groupaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | MFO Db Growth Protfolio Institutioncollective trust | Great Gray Trust Company | Pooled vehicles | $9.4M held | Disclosed holding | askebsa.dol.gov |
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 534 | $17.9M | $17.8M | 91.7% | $15.2M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 542 | $16.7M | $18.3M | 90.3% | $18.1M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 562 | $16.0M | $18.0M | 90.3% | $16.7M | Not disclosed | Not disclosed | Not disclosed |
- USI Consulting Group codes 11 17 27 $132,225 PY2024
- BDO USA, PC codes 10 $24,726 PY2024
- Charles Schwab codes 21 $23,658 PY2024
+15 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
Not yet on record: managers.
Record history
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
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.