This allocator's name, 1 more adviser and 2 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Corporate pension in New Mexico
Corporate pension, based in Albuquerque, New Mexico, reporting $31.6M in assets, for 339 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $31.6M
- Funded ratio
- 94.5%
- Fund commitments
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Sentinel Benefits Group, LLC.
Capital path
who backs this record, through what, into what; each name opens its own path- CIT Flexpath Single Box Cash Bal2 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 0.0%
- Other investments 31.0%
- Registered investment companies 68.2%
- Nfp Pension consultantthrough Dec 31, 2023 Form 5500
- Sentinel Benefits Group, LLC Pension consultantthrough Dec 31, 2022 Form 5500
- Ascensus Actuarythrough 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.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Dec 31, 2024Consultant changedinferencewith Sentinel Benefits Group, LLCaskebsa.dol.gov
- Dec 31, 2024Assets changed$4.4Maskebsa.dol.gov
- Jan 1, 2024Funded status changeddown 3 pointsaskebsa.dol.gov
- Jan 1, 2024Assets changed$4.5Maskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Nfpaskebsa.dol.gov
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | CIT Flexpath Single Box Cash Balcollective trust | Wilmington Trust, N.A. | Cash | $25.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | CIT Flexpath Single Box Cash Balcollective trust | Wilmington Trust, N.A. | Cash | $21.5M held | Disclosed holding | askebsa.dol.gov |
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 339 | $27.3M | $24.8M | 94.5% | $31.6M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 308 | $22.7M | $21.8M | 97.9% | $27.3M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 267 | $25.8M | $21.4M | 99.4% | $22.7M | Not disclosed | Not disclosed | Not disclosed |
- Ascensus codes 11 50 $59,369 PY2024
- Nfp codes 17 50 $18,750 PY2024
- CIT Flexpath Single Box Cash Bal Sched. D C PY2024
+10 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: managers.
Record history
- Funded status changed2024-01-01source
- Consultant changed2023-12-31source
- Consultant changed2024-12-31source
+4 more changes 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
+5 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.