This allocator's name
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Corporate pension in Iowa
Corporate pension, based in DES Moines, Iowa, reporting $38.3M in assets, for 128 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $38.3M
- Funded ratio
- 103.3%
Nothing material in the last 90 days. No dated change on record yet.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 1.5%
- U.S. Government securities 30.6%
- Registered investment companies 19.6%
- Common stock 45.8%
- Advanced Capital Group, Inc. Custodianthrough Aug 31, 2023 Form 5500
- October Three Consulting LLC Actuarythrough Aug 31, 2023 Form 5500
- US Bank Trusteethrough Aug 31, 2023 Form 5500
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Aug 31, 2025 | 128 | $39.1M | $34.3M | 103.3% | $38.3M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Aug 31, 2024 | 121 | $38.1M | $34.9M | 103.3% | $39.2M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Aug 31, 2023 | 121 | $39.5M | $32.8M | 103.1% | $38.1M | $0 | $0 | $0 |
- Advance Capital Group, Inc. codes 19 27 28 $92,848 PY2024
- October Three Consulting LLC codes 11 17 $26,670 PY2024
- Smith & Howard, PC codes 10 $11,500 PY2024
+12 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, managers.
›Connections
every published relationship on the graph
+4 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.