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
Employees' Retirement Plan of Hartley & Parker Limited, Inc.
Corporate pensionTaunton, MA
Assets
$31.8M
Total assets, Dec 31, 2024 reported
Funded
77.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Martignetti Companies of Connecticut, LLC D/b/a/ Hartley & Parker
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.3%
- Corporate debt instruments (other) 5.9%
- U.S. Government securities 21.4%
- Registered investment companies 66.9%
- Common stock 1.6%
- Preferred stock 1.3%
Consultants and advisers
3 firms
- MG Trust Company DBA Matrix Trust Trusteethrough Dec 31, 2024 Form 5500
- The Angell Pension Group, Inc. Actuarythrough Dec 31, 2023 Form 5500
- USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
32 readings
Investment management fees
$87,897 (2023-12) · $1,436 (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 | 283 | $31.0M | $28.6M | 77.2% | $31.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 344 | $34.9M | $34.8M | 79.8% | $31.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 355 | $41.8M | $32.7M | 103.1% | $34.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Matrix Trust Company codes 21 27 28 $122,276 PY2024
- The Angell Pension Group, Inc. codes 11 PY2024
- Morgan Stanley Smith Barney LLC codes 33 50 71 $87,897 PY2023
- The Angell Pension Group, Inc. codes 11 PY2023
- Morgan Stanley Smith Barney LLC codes 33 50 71 PY2022
- USI Consulting Group codes 11 PY2022
What changed
6 events
- Dec 31, 2024Manager relationship startedMatrix Trust Company appears on Employees' Retirement Plan of Hartley & Parker Limited, Inc.'s Schedule C as investment manager (plan year 2024 vs 2023)with MG Trust Company DBA Matrix Trustaskebsa.dol.gov
- Jan 1, 2024Funded status changedEmployees' Retirement Plan of Hartley & Parker Limited, Inc. funded ratio 79.8% -> 77.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedEmployees' Retirement Plan of Hartley & Parker Limited, Inc. plan assets $35M -> $31M (-11.1%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedEmployees' Retirement Plan of Hartley & Parker Limited, Inc. total assets $35M -> $31M (-11.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedEmployees' Retirement Plan of Hartley & Parker Limited, Inc. funded ratio 103.1% -> 79.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedEmployees' Retirement Plan of Hartley & Parker Limited, Inc. plan assets $42M -> $35M (-16.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 060384867-001
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.