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
Parker Mccay P.A. Employees' Retirement Plan
Corporate pensionMount Laurel, NJ
Assets
n/a
Total assets, Dec 29, 2023 reported
Funded
90.7%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2022
Commitments
1
none on the tape
Plan sponsor: Parker Mccay, P.A.
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.6%
- Non-interest-bearing cash 0.5%
- U.S. Government securities 13.4%
- Other investments 0.1%
- Common/collective trusts 27.1%
- Registered investment companies 44.2%
- Common stock 7.7%
- Preferred stock 0.0%
Consultants and advisers
3 firms
- Korn Ferry Hay Group, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Korn Ferry Actuarythrough Dec 31, 2022 Form 5500
- Morgan Stanley Smith Barney, LLC Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Reliance Trust Company1 rows, latest Dec 31, 2022
From Schedule C (investment management, code 28)
- Reliance Trust Companyplan years 2022
Commitments
1 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | Reliance Advisory Trust Portfolioscollective trust | Reliance Trust Company | Pooled vehicles | $2.8M held | Disclosed holding | askebsa.dol.gov |
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 29, 2023 | 111 | $10.5M | $10.8M | 90.7% | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 116 | $12.9M | $10.9M | 110.7% | $10.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Korn Ferry Hay Group codes 11 17 50 $25,200 PY2023
- Bowman and Company codes 10 $5,138 PY2023
- Morgan Stanley codes 19 27 50 $4,079 PY2023
- Reliance Trust Company codes 28 50 $2,868 PY2023
- Reliance Advisory Trust Portfolios Sched. D C PY2023
- Korn Ferry codes 11 PY2023
- Morgan Stanley codes 19 27 50 $86,053 PY2022
- Korn Ferry Hay Group codes 11 17 50 $34,143 PY2022
- Bowman and Company codes 10 $11,650 PY2022
- Reliance Trust Company codes 28 50 $11,309 PY2022
- Morgan Lewis Bockius codes 29 $1,711 PY2022
- Reliance Advisory Trust Portfolios Sched. D C $2.8M PY2022
- Korn Ferry codes 11 PY2022
What changed
3 events
- Dec 29, 2023Assets changedParker Mccay P.A. Employees' Retirement Plan total assets $10M -> $0 (-100.0%, 2022-12-31 to 2023-12-29)
- Jan 1, 2023Funded status changedParker Mccay P.A. Employees' Retirement Plan funded ratio 110.7% -> 90.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedParker Mccay P.A. Employees' Retirement Plan plan assets $13M -> $10M (-18.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 222022169-001
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.