This allocator's name and 1 more adviser
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Corporate pension in Illinois
Corporate pension, based in Niles, Illinois, reporting $917,008 in assets, for 235 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $917,008
- Funded ratio
- 141.6%
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 99.7%
- Oxford Financial Group, Ltd Investment adviser (plan)through Jan 31, 2023 Form 5500
- Ascensus Actuarythrough Jan 31, 2023 Form 5500
- Fifth Third Bank Trusteethrough Jan 31, 2023 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.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Jan 31, 2023 | 235 | $7.1M | $4.8M | 141.6% | $917,008 | Not disclosed | Not disclosed | Not disclosed |
- Ascensus codes 11 50 $94,745 PY2022
- Crowe LLP codes 10 50 $18,733 PY2022
- Oxford Financial Group codes 27 50 $9,750 PY2022
+5 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
+5 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.