Sekisui Voltek, LLC Retirement Plan
Corporate pension, based in Coldwater, Michigan, reporting $32.8M in assets, for 377 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2023, Sekisui Voltek, LLC Retirement Plan funded ratio 108.9% -> 99.6% (2022-01-01 to 2023-01-01).
1 more commitment
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- Fidelity 500 Index2 commitments
- Massmutual Mid Cap Growth I2 commitments
- Pimco2 commitments
- Vanguard1 commitment
- Fidelity Investments1 commitment
Relationship network
46 connected entities4 observed commitments3 repeat counterpartiescommitments 2023 to 2024
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.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›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
- Registered investment companies 100.0%
Consultants and advisers
- Prime Capital Investment Advis Investment adviser (plan)through Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Pimco2 rows, latest Dec 31, 2024
- Vanguard1 row, latest Dec 31, 2024
- Fidelity Investments1 row, latest Dec 31, 2023
- Vanguardplan years
- Pimcoplan years 2022
- Fidelity Investmentsplan years
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Jan 1, 2023Funded status changedSekisui Voltek, LLC Retirement Plan funded ratio 108.9% -> 99.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedSekisui Voltek, LLC Retirement Plan plan assets $37M -> $29M (-21.1%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Fidelity 500 Indexseparate account | Vanguard | Pooled vehicles | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Massmutual Mid Cap Growth Iseparate account | Pimco | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Massmutual Mid Cap Growth Iseparate account | Pimco | Pooled vehicles | $1.5M held | Disclosed holding | askebsa.dol.gov |
+1 more commitment
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 | 377 | $31.5M | $27.8M | 100.7% | $32.8M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 386 | $29.2M | $28.0M | 99.6% | $31.5M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 390 | $37.0M | $27.4M | 108.9% | $29.2M | Not disclosed | Not disclosed | Not disclosed |
- Empower Annuity Insurance Company codes 64 $234,094 PY2024
- Prime Capital Investment Advisors codes 27 $94,440 PY2024
- Massmutual Overseas I Sched. D P $2.5M PY2024
+55 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Funded status changed2023-01-01source on record
- Total assets changed2023-01-01source on record
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
+12 connections on the graph
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