DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Burgess Pigment Company Retirement Plan
Corporate pensionSandersville, GA
Assets
$11.6M
Total assets, Dec 31, 2023 reported
Funded
118.3%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: Burgess Pigment Company
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 13.3%
- Corporate debt instruments (other) 31.2%
- Common stock 55.5%
Consultants and advisers
4 firms
- Stifel, Nicolaus and Company Investment adviser (plan)Custodianthrough Dec 31, 2023 Form 5500
- American Trust Actuarythrough Dec 31, 2023 Form 5500
- Mid-Atlantic Trust Company Trusteethrough Dec 31, 2023 Form 5500
- Stanley Benefit Services, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Fund Direct Advisorsplan years 2022
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
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 189 | $33.6M | $31.2M | 118.3% | $11.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 195 | $43.3M | $31.6M | 123.6% | $33.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Stifel Investment Services codes 27 28 $145,150 PY2023
- American Trust codes 11 $49,500 PY2023
- Mid-Atlantic Trust Co. codes 21 $14,052 PY2023
- American Trust codes 11 PY2023
- Stifel Nicolas codes 19 27 $230,704 PY2022
- Fund Direct Advisors codes 28 $6,054 PY2022
- Stanley Benefit Services, Inc. codes 11 PY2022
What changed
4 events
- Dec 31, 2023Manager relationship endedinferenceFund Direct Advisors no longer appears on Burgess Pigment Company Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Fund Direct Advisorsaskebsa.dol.gov
- Dec 31, 2023Assets changedBurgess Pigment Company Retirement Plan total assets $34M -> $12M (-65.3%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedBurgess Pigment Company Retirement Plan funded ratio 123.6% -> 118.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedBurgess Pigment Company Retirement Plan plan assets $43M -> $34M (-22.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 580542912-001
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.