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
Retirement Plan for Employees of Halocarbon Products Corporation
Corporate pensionPeachtree Corners, GA
Assets
$12.4M
Total assets, Dec 31, 2024 reported
Funded
71.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Halocarbon Products Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 13.4%
- Partnership/joint venture interests 7.0%
- Common stock 69.7%
Consultants and advisers
2 firms
- Nyhart Actuarythrough Dec 31, 2024 Form 5500
- Futureplan by Ascensus 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)
- Diversified Trust Companyplan years 2024
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
32 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 169 | $9.9M | $14.7M | 71.9% | $12.4M | $869,655 | n/a | n/a |
| 2023 to Dec 31, 2023 | 172 | $9.0M | $14.9M | 66.3% | $10.0M | $697,131 | n/a | n/a |
| 2022 to Dec 31, 2022 | 178 | $13.0M | $14.0M | 85.0% | $8.6M | $510,625 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Diversified Trust Company codes 28 50 $5,187 PY2024
- Nyhart codes 11 PY2024
- Futureplan by Ascensus codes 11 PY2023
- Futureplan by Ascensus codes 11 PY2022
What changed
6 events
- Dec 31, 2024Assets changedRetirement Plan for Employees of Halocarbon Products Corporation total assets $10M -> $12M (+24.1%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedRetirement Plan for Employees of Halocarbon Products Corporation funded ratio 66.3% -> 71.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedRetirement Plan for Employees of Halocarbon Products Corporation plan assets $9M -> $10M (+10.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedRetirement Plan for Employees of Halocarbon Products Corporation total assets $9M -> $10M (+16.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedRetirement Plan for Employees of Halocarbon Products Corporation funded ratio 85.0% -> 66.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan for Employees of Halocarbon Products Corporation plan assets $13M -> $9M (-31.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 221492756-001
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.