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.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Corporate pension in Illinois
Corporate pension, based in Chicago, Illinois, reporting $10,985 in assets, for 652 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $10,985
- Funded ratio
- 84.9%
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2025, Total assets changed.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Non-interest-bearing cash 99.9%
- Fiducient Advisors (formerly Dimeo) General consultantthrough Dec 31, 2025 Form 5500
- Aon Actuarythrough Dec 31, 2025 Form 5500
- Principal Trust Co. Trusteethrough Dec 31, 2025 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.
- Sage Advisory Services Ltd. Co.plan years 2025
- Dec 31, 2025Assets changeddown $22.5Maskebsa.dol.gov
- Jan 1, 2024Funded status changed5 pointsaskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 6 pointsaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $5.8Maskebsa.dol.gov
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 652 | Not disclosed | Not disclosed | n/a | $10,985 | Not disclosed | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 682 | $23.1M | $27.2M | 84.9% | $22.5M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 737 | $23.4M | $29.1M | 80.4% | $23.1M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 805 | $29.1M | $33.0M | 86.0% | $23.4M | Not disclosed | Not disclosed | Not disclosed |
- AON Consulting codes 11 15 17 50 $378,293 PY2025
- this allocator codes 10 50 $24,000 PY2025
- Fiducient Advisors (formerly Dimeo) codes 16 27 50 $13,288 PY2025
+20 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: fund commitments.
Record history
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
- Total assets changed2025-12-31source
+1 more change 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
+7 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.