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
Alice Manufacturing Company, Inc. Pension Plan
Corporate pensionGreenville, SC
Assets
$7.7M
Total assets, Dec 31, 2024 reported
Funded
86.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Alice Manufacturing Company, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.1%
- Common/collective trusts 98.0%
Consultants and advisers
4 firms
- Mcgriff, a Marsh & Mclennan Compnay Actuarythrough Dec 31, 2024 Form 5500
- Mcgriff, a Marsh & Mclennan Company Actuarythrough Dec 31, 2024 Form 5500
- Mcgriff Insurance Services Actuarythrough Dec 31, 2022 Form 5500
- Truist Bank Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- J.P. Morgan Investment Managementplan years 2022
Commitments
3 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, 2024 | Commingled Pension Trust Fund (ldicollective trust | Jpmorgan Chase Bank, N.A. | Pooled vehicles | $7.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Commingled Pension Trust Fund (ldicollective trust | Jpmorgan Chase Bank, N.A. | Pooled vehicles | $8.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Commingled Pension Trust Fund (ldicollective trust | Jpmorgan Chase Bank, N.A. | Pooled vehicles | $8.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Net investment income
$-610,251 (2023-12) · $-4.2M (2022-12)
Investment management fees
$57,472 (2023-12) · $45,843 (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 | 343 | $8.4M | $9.5M | 86.0% | $7.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 368 | $9.0M | $10.5M | 80.0% | $8.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 403 | $13.2M | $11.4M | 92.4% | $9.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- JP Morgan Investment Management, in codes 28 50 $58,088 PY2024
- Mcgriff, a Marsh & Mclennan Company codes 11 17 50 $38,284 PY2024
- Truist Bank (fka Branch Banking & T codes 21 50 $16,652 PY2024
- Commingled Pension Trust Fund (ldi Sched. D C $7.6M PY2024
- Mcgriff, a Marsh & Mclennan Company codes 11 PY2024
- JP Morgan Investment Management, in codes 28 50 $57,472 PY2023
- Mcgriff Insurance Services, LLC codes 11 17 50 $32,957 PY2023
- Truist Bank (fka Branch Banking & T codes 21 50 $17,769 PY2023
- Commingled Pension Trust Fund (ldi Sched. D C $8.3M PY2023
- Mcgriff Insurance Services, LLC codes 11 PY2023
- JP Morgan Investment Management, in codes 28 50 $45,843 PY2022
- Mcgriff Insurance Services, Inc. codes 11 17 50 $43,003 PY2022
- Truist Bank (fka Branch Banking & T codes 21 50 $20,213 PY2022
- Commingled Pension Trust Fund (ldi Sched. D C $8.9M PY2022
- Mcgriff Insurance Services, Inc. codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceMcgriff Insurance Services, LLC no longer appears on Alice Manufacturing Company, Inc. Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Mcgriff Insurance Servicesaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceMcgriff, a Marsh & Mclennan Company appears on Alice Manufacturing Company, Inc. Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Mcgriff, a Marsh & Mclennan Compnayaskebsa.dol.gov
- Jan 1, 2024Funded status changedAlice Manufacturing Company, Inc. Pension Plan funded ratio 80.0% -> 86.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedAlice Manufacturing Company, Inc. Pension Plan funded ratio 92.4% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAlice Manufacturing Company, Inc. Pension Plan plan assets $13M -> $9M (-31.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 570660860-001
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.