This allocator's name

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Corporate pension in California

Corporate pension· Fullerton, California

Corporate pension, based in Fullerton, California, reporting $4.0M in assets, for 210 participants.

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

Assets
$4.0M
Funded ratio
94.6%
Open searchesAllocation policy
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. Last change: 31 Dec 2023, Manager relationship started.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$4.0M
Total assets, Dec 31, 2023 reported
Funded
94.6%
Jan 1, 2023
Private markets target
no policy read
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 5.6%
  • Registered investment companies 39.2%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
What changed
4 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
22 readings
Total assets
$4.0M Dec 31, 2023 reported Form 5500
$9.1M (2022-12)
Plan assets
$9.1M Jan 1, 2023 reported Form 5500
$10.7M (2022-01)
Net assets
$3.9M Dec 31, 2023 reported Form 5500
$9.1M (2022-12)
Funded ratio
94.6% Jan 1, 2023 reported Form 5500
101.1% (2022-01)
Funding target
$10.5M Jan 1, 2023 reported Form 5500
$10.4M (2022-01)
Discount rate
5.15% Jan 1, 2023 reported Form 5500
5.32% (2022-01)
Participants
210 Jan 1, 2023 reported Form 5500
218 (2022-01)
Contributions
$2.2M Dec 31, 2023 reported Form 5500
$0 (2022-12)
Benefits paid
$7.2M Dec 31, 2023 reported Form 5500
$730,297 (2022-12)
Net investment income
-$5.2M Dec 31, 2023 reported Form 5500
-$1.6M (2022-12)
Investment management fees
$17,359 Dec 31, 2023 reported Form 5500
$4,393 (2022-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 2023210$9.1M$10.5M94.6%$4.0MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022218$10.7M$10.4M101.1%$9.1MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • USI Consulting Group codes 11 17 50 $129,360 PY2023
  • Frost Brown Todd LLP codes 29 50 $45,213 PY2023
  • Baker Tilly US LLP codes 10 13 50 $27,825 PY2023

+7 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
Identifiers: none on file
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 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.

Not yet on record: fund commitments, managers.

Record history

4 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Manager relationship started
    2023-12-31source
  • Total assets changed
    2023-01-01source

+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

+4 connections on the graph

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