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

The Reliable Automatic Sprinkler Co Inc Retirement Income Plan

Corporate pensionLiberty, SC
Assets
n/a
Total assets, May 9, 2025 reported
Funded
149.7%
Jul 1, 2023
Private markets target
n/a
policy Jun 30, 2024
Commitments
4
none on the tape
Plan sponsor: The Reliable Automatic Sprinkler, Co.,inc.
Allocation policy
Form 5500, as of Jun 30, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.8%
  • Corporate debt instruments (preferred) 0.0%
  • Pooled separate accounts 5.4%
  • Registered investment companies 7.7%
  • Common stock 85.2%
Consultants and advisers
4 firms
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
Commitments
4 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2024Conservative Stock Fd (core Equity)separate accountPrudential Insurance Company of AmePublic equity$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Short Termseparate accountPrudential Insurance Company of AmeCash$193,091 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Conservative Stock Fd (core Equity)separate accountPrudential Insurance Company of AmePublic equity$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Short Termseparate accountPrudential Insurance Company of AmeCash$433,655 heldDisclosed holdingaskebsa.dol.gov
Size and funding
28 readings
Total assets
$0 May 9, 2025 reported Form 5500
$51.4M (2024-06) · $49.2M (2023-06)
Plan assets
$49.2M Jul 1, 2023 reported Form 5500
$47.8M (2022-07)
Net assets
$0 May 9, 2025 reported Form 5500
$51.2M (2024-06) · $49.2M (2023-06)
Funded ratio
149.7% Jul 1, 2023 reported Form 5500
151.6% (2022-07)
Funding target
$34.7M Jul 1, 2023 reported Form 5500
$34.1M (2022-07)
Discount rate
5.22% Jul 1, 2023 reported Form 5500
5.39% (2022-07)
Participants
439 Jul 1, 2024 reported Form 5500
448 (2023-07) · 459 (2022-07)
Contributions
$0 May 9, 2025 reported Form 5500
$0 (2024-06) · $680,000 (2023-06)
Benefits paid
$36.9M May 9, 2025 reported Form 5500
$2.2M (2024-06) · $2.1M (2023-06)
Net investment income
$-35.8M May 9, 2025 reported Form 5500
$2.0M (2024-06) · $1.4M (2023-06)
Investment management fees
$560,527 Jun 30, 2024 reported Form 5500
$403,326 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to May 9, 2025439n/an/an/a$0n/an/an/a
2023 to Jun 30, 2024448$49.2M$34.7M149.7%$51.4Mn/an/an/a
2022 to Jun 30, 2023459$47.8M$34.1M151.6%$49.2Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
2 events
  • May 9, 2025Assets changed
    The Reliable Automatic Sprinkler Co Inc Retirement Income Plan total assets $51M -> $0 (-100.0%, 2024-06-30 to 2025-05-09)
  • Dec 31, 2023Consultant changedinference
    AON Consulting, Inc. appears on The Reliable Automatic Sprinkler Co Inc Retirement Income Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131727035-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 16, 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.