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 Hourly Rated Employees of Alma Products I, Inc.
Corporate pensionAlma, MI
Assets
$14.1M
Total assets, Nov 30, 2024 reported
Funded
90.1%
Dec 1, 2023
Private markets target
n/a
policy Nov 30, 2024
Commitments
0
none on the tape
Plan sponsor: Alma Products I, Inc.
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.2%
- Other investments 35.3%
- Registered investment companies 63.8%
Consultants and advisers
6 firms
- Trade Station Investment adviser (plan)through Nov 30, 2024 Form 5500
- Interactive Brokers LLC Investment adviser (plan)through Nov 30, 2024 Form 5500
- Algorithmic Capital Partners, LLC Investment adviser (plan)through Nov 30, 2023 Form 5500
- Benefit Trust Company Trusteethrough Nov 30, 2023 Form 5500
- Buck Global, LLC Actuarythrough Nov 30, 2023 Form 5500
- Jackson Hole Trust Company Trusteethrough Nov 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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 Nov 30, 2024 | 428 | $13.4M | $16.1M | 90.1% | $14.1M | n/a | n/a | n/a |
| 2022 to Nov 30, 2023 | 447 | $13.2M | $16.6M | 84.7% | $13.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Interactive Brokers LLC codes 27 50 $201,076 PY2023
- Buck Global, LLC codes 11 13 17 27 50 70 $141,385 PY2023
- Algorithmic Capital Partners, LLC codes 27 50 $66,251 PY2023
- Trade Station codes 27 50 $20,027 PY2023
- Ciuni & Panichi, Inc. codes 10 50 $18,870 PY2023
- Jackson Hole Trust Company codes 21 50 $13,888 PY2023
- Benefit Trust Company codes 21 50 $7,985 PY2023
- Buck Global, LLC codes 11 PY2023
- Buck Global, LLC codes 11 13 17 27 50 70 $157,983 PY2022
- Algorithmic Capital Partners, LLC codes 27 50 $109,004 PY2022
- Jackson Hole Trust Company codes 21 50 $17,273 PY2022
- Benefit Trust Company codes 21 50 $8,322 PY2022
- Buck Global, LLC codes 11 PY2022
What changed
3 events
- Dec 31, 2023Consultant changedinferenceTrade Station appears on Retirement Plan for Hourly Rated Employees of Alma Products I, Inc.'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Trade Stationaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceInteractive Brokers LLC appears on Retirement Plan for Hourly Rated Employees of Alma Products I, Inc.'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Interactive Brokers LLCaskebsa.dol.gov
- Dec 1, 2023Funded status changedRetirement Plan for Hourly Rated Employees of Alma Products I, Inc. funded ratio 84.7% -> 90.1% (2022-12-01 to 2023-12-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 364277468-001
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.