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
Energy Systems Industries, Inc. Retirement Income Plan
Corporate pensionNorwalk, CT
Assets
$3.4M
Total assets, Dec 31, 2024 reported
Funded
99.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Emcor Facilities Services, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.2%
- Other investments 39.8%
- Registered investment companies 60.0%
Consultants and advisers
1 firms
- Odyssey Advisors Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Morgan Stanley Smith Barney, LLCplan years 2024
- Morgan Stanley Smith Barneyplan years 2022
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
31 readings
Contributions
Net investment income
$137,164 (2023-12) · $-934,415 (2022-12)
Investment management fees
$32,737 (2023-12) · $36,432 (2022-12)
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 | 104 | $3.4M | $3.4M | 99.3% | $3.4M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 106 | $3.3M | $3.7M | 87.0% | $3.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 108 | $4.2M | $3.8M | 110.6% | $3.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Morgan Stanley Smith Barney LLC codes 28 33 50 51 71 $34,318 PY2024
- Odyssey Advisors codes 11 PY2024
- Morgan Stanley Smith Barney LLC codes 28 33 50 51 71 $32,737 PY2023
- Odyssey Advisors codes 11 PY2023
- Morgan Stanley Smith Barney LLC codes 28 33 50 51 71 $35,833 PY2022
- Odyssey Advisors codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedEnergy Systems Industries, Inc. Retirement Income Plan funded ratio 87.0% -> 99.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedEnergy Systems Industries, Inc. Retirement Income Plan funded ratio 110.6% -> 87.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedEnergy Systems Industries, Inc. Retirement Income Plan plan assets $4M -> $3M (-22.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 310873334-004
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.