This allocator's name, 1 more adviser and 2 more dated events
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Corporate pension in New Jersey
Corporate pension, based in Hampton, New Jersey, reporting $102M in assets, for 1,088 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $102M
- Funded ratio
- 80.9%
Nothing material in the last 90 days. Last change: 1 Jan 2024, Funded status changed.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Master trust investment accounts 98.4%
- Kiltearn Partners Investment adviser (plan)through Dec 31, 2022 Form 5500
- Capfinancial Partners, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Principal Trust Co. Directed 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.
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- SLC Managementplan years 2023
- Reliance Trust Companyplan years 2022
- Mercer Investments LLCplan years 2022
- Jan 1, 2024Funded status changed2 pointsaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Kiltearn Partnersaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Capfinancial Partners, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedwith SLC Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencewith Reliance Trust Companyaskebsa.dol.gov
+2 more dated events
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 1,088 | $113M | $151M | 80.9% | $102M | Not disclosed | $100M | Not disclosed |
| 2023 to Dec 31, 2023 | 1,106 | $115M | $158M | 78.7% | $113M | Not disclosed | $111M | Not disclosed |
| 2022 to Dec 31, 2022 | 1,321 | $169M | $166M | 91.5% | $115M | Not disclosed | $115M | Not disclosed |
- Mercer codes 11 17 $328,983 PY2024
- Mercer Investments LLC codes 51 52 $142,746 PY2024
- Principal codes 25 $22,686 PY2024
+24 more service providers
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Provenance
Not yet on record: fund commitments, managers.
Record history
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
- Consultant changed2023-12-31source
+4 more changes on this record's ledger
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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
+8 connections on the graph
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