Clay Eye Physicians & Surgeons Cash Balance Plan-005

Corporate pension· Orange Park, New Jersey

Corporate pension, based in Orange Park, New Jersey, reporting $2.8M in assets, for 112 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$2.8M
Funded ratio
119.9%
Fund commitments
1
Managers
1
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Commitments (1)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. No dated change on record yet.

Capital path

who backs this record, through what, into what; each name opens its own path
Clay Eye Physicians & Surgeons Cash Balance Plan-005
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$2.8M
Total assets, Dec 31, 2024 reported
Funded
119.9%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
1
1 manager on Schedule C
Plan sponsor: Harris, Wilcox & Donovan, P.A. DBA Clay Eye Physicians & Surgeons
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Registered investment companies 66.7%
Consultants and advisers
1 firm
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
1 row, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Voya Retirement Insurance and Annuiseparate accountVoya Retirement Ins & AnnuityPooled vehicles$1.9M heldDisclosed holdingaskebsa.dol.gov
Size and funding
11 readings
Total assets
$2.8M Dec 31, 2024 reported Form 5500
Plan assets
$1.7M Jan 1, 2024 reported Form 5500
Net assets
$2.8M Dec 31, 2024 reported Form 5500
Funded ratio
119.9% Jan 1, 2024 reported Form 5500
Funding target
$1.4M Jan 1, 2024 reported Form 5500
Discount rate
4.96% Jan 1, 2024 reported Form 5500
Participants
112 Jan 1, 2024 reported Form 5500
Contributions
$931,263 Dec 31, 2024 reported Form 5500
Benefits paid
$0 Dec 31, 2024 reported Form 5500
Net investment income
$1.1M Dec 31, 2024 reported Form 5500
Investment management fees
$0 Dec 31, 2024 reported Form 5500
Form 5500 filings
1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024112$1.7M$1.4M119.9%$2.8M$0$0$0
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Voya Retirement Insurance and Annui codes 49 PY2024
  • Voya Retirement Insurance and Annui codes 99 PY2024
  • Voya Retirement Insurance and Annui Sched. D P $1.9M PY2024

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Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Provenance
Identifiers: EIN-PN 591910113-005
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

›Connections

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+3 connections on the graph

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