Hardwicke Chemical Inc. Pension Plan
Corporate pension, based in Elgin, South Carolina, reporting $17.8M in assets, for 147 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Hardwicke Chemical Inc. Pension Plan funded ratio 86.7% -> 89.8% (2023-01-01 to 2024-01-01).
2 more advisers
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Fiam Floating Rate High Income Comm1 commitment
- Fidelity Institutional Asset Mgmt1 commitment
Relationship network
11 connected entities1 observed commitmentcommitments 2022
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
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›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 1.4%
- Non-interest-bearing cash 0.0%
- Registered investment companies 98.5%
Consultants and advisers
- Pallas Capital Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Fidelity Management General consultantthrough Dec 31, 2022 Form 5500
- Fidelity Investments General consultantthrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Fidelity Institutional Asset Mgmt1 row, latest Dec 31, 2022
What changed
- Jan 1, 2024Funded status changedHardwicke Chemical Inc. Pension Plan funded ratio 86.7% -> 89.8% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceFID Inv Instl Ops no longer appears on Hardwicke Chemical Inc. Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Fidelity Investmentsaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceMerrill Lynch, Pierce, Fenner & Smi no longer appears on Hardwicke Chemical Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Merrill Lynch,pierce,fenner & Smithaskebsa.dol.gov
- Jan 1, 2023Funded status changedHardwicke Chemical Inc. Pension Plan funded ratio 96.4% -> 86.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedHardwicke Chemical Inc. Pension Plan plan assets $20M -> $16M (-23.2%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | Fiam Floating Rate High Income Commcollective trust | Fidelity Institutional Asset Mgmt | Fixed income | $800,804 held | Disclosed holding | askebsa.dol.gov |
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 147 | $17.1M | $19.5M | 89.8% | $17.8M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 149 | $15.6M | $19.8M | 86.7% | $16.9M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 149 | $20.3M | $19.9M | 96.4% | $15.5M | Not disclosed | Not disclosed | Not disclosed |
- Pallas Capital Advisors codes 27 50 $131,993 PY2024
- Fidelity Management codes 13 14 16 17 24 50 $57,521 PY2024
- Grant Thornton codes 10 $19,000 PY2024
+15 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Hardwicke Chemical Inc. Pension Plan sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Funded status changed2024-01-01source on record
- Consultant changed2023-12-31source on record
- Manager relationship ended2023-12-31source on record
+2 more changes on this record's ledger
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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
+6 connections on the graph
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