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
The Harry Fox Agency LLC Pension Plan
Corporate pensionNEW York, NY
Assets
$5.7M
Total assets, Dec 31, 2024 reported
Funded
88.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: The Harry Fox Agency LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 10.9%
- Registered investment companies 61.9%
- Common stock 26.7%
Consultants and advisers
2 firms
- Sentinel Benefits Group, LLC Actuarythrough Dec 31, 2023 Form 5500
- Sentinel Group Actuarythrough 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 Securities LLCplan 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
33 readings
Investment management fees
$30,899 (2023-12) · $33,647 (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 | 100 | $5.4M | $6.0M | 88.9% | $5.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 105 | $4.8M | $6.0M | 80.3% | $5.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 108 | $6.4M | $6.1M | 104.3% | $4.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- J.P. Morgan Securities LLC codes 51 52 59 60 62 63 71 $31,929 PY2024
- Sentinel Benefits Group Inc. codes 11 PY2024
- J.P. Morgan Securities LLC codes 51 52 59 60 62 63 71 $30,899 PY2023
- Sentinel Benefits Group Inc. codes 11 PY2023
- J.P. Morgan Securities LLC codes 51 52 59 60 62 63 71 $33,647 PY2022
- Sentinel Group codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedThe Harry Fox Agency LLC Pension Plan funded ratio 80.3% -> 88.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedThe Harry Fox Agency LLC Pension Plan plan assets $5M -> $5M (+11.1%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedThe Harry Fox Agency LLC Pension Plan total assets $5M -> $5M (+11.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedThe Harry Fox Agency LLC Pension Plan funded ratio 104.3% -> 80.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Harry Fox Agency LLC Pension Plan plan assets $6M -> $5M (-24.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 132656874-001
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.