Electron Devices Bargained Plan
Corporate pension, based in Torrance, California, reporting $39.4M in assets, for 183 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, BAA Capital Advisors, Inc. appears on Electron Devices Bargained Plan's Schedule C as general consultant (plan year 2024 vs 2023).
5 more advisers
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- Intermediate Gov't Bond Index Fund3 commitments
- Blackrock3 commitments
Relationship network
17 connected entities3 observed commitments2 repeat counterpartiescommitments 2022 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
- Interest-bearing cash 4.6%
- Common/collective trusts 94.1%
Consultants and advisers
- BAA Capital Advisors, Inc. General consultantthrough Dec 31, 2024 Form 5500
- Creative Planning General consultantthrough Dec 31, 2022 Form 5500
- Lockton Investment Advisors, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
+5 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Blackrock3 rows, latest Dec 31, 2024
What changed
- Dec 31, 2024Consultant changedinferenceBAA Capital Advisors, Inc. appears on Electron Devices Bargained Plan's Schedule C as general consultant (plan year 2024 vs 2023)with BAA Capital Advisors, Inc.askebsa.dol.gov
- Dec 31, 2024Assets changedElectron Devices Bargained Plan total assets $59M -> $39M (-33.7%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedElectron Devices Bargained Plan funded ratio 103.8% -> 89.4% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceLockton Investment Advisors, LLC no longer appears on Electron Devices Bargained Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Lockton Investment Advisors, LLCaskebsa.dol.gov
- Jan 1, 2023Assets changedElectron Devices Bargained Plan plan assets $76M -> $60M (-20.8%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Intermediate Gov't Bond Index Fundcollective trust | Blackrock | Fixed income | $24.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Intermediate Gov't Bond Index Fundcollective trust | Blackrock | Fixed income | $8.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Intermediate Gov't Bond Index Fundcollective trust | Blackrock | Fixed income | $13.4M held | Disclosed holding | askebsa.dol.gov |
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 | 183 | $57.4M | $40.6M | 89.4% | $39.4M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 196 | $60.5M | $43.0M | 103.8% | $59.4M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 214 | $76.4M | $47.0M | 104.3% | $60.5M | Not disclosed | Not disclosed | Not disclosed |
- Segal codes 11 16 $333,058 PY2024
- Blackrock codes 21 $156,585 PY2024
- Groom Law Group codes 29 $110,674 PY2024
+28 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Electron Devices Bargained Plan sits on 3 traced paths of capital across the graphs.
DFX traced 3 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Consultant changed2024-12-31source on record
- Total assets changed2024-12-31source on record
- Funded status changed2024-01-01source on record
+2 more changes on this record's ledger
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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
+9 connections on the graph
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