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AllocatorsPlancorporate pension<100m

Retirement Plan for Hourly Rated Employees of Alma Products I, Inc.

Allocators

Alma, MI

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:5474b442-8e19-499f-bc71-dbabbd7810d5

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 7:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $14.1Mlatest reading; see basis
Assets as of: Nov 30, 2024
Assets basis: REPORTED
Funded ratio: 90%
Participants: 428
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 2
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Nov 30, 2024
People: 0

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 6 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Non-interest-bearing cash	n/a	n/a	n/a	0	$24,105	Nov 30, 2024	Derived
Other investments	n/a	n/a	n/a	35	$5.0M	Nov 30, 2024	Derived
Registered investment companies	n/a	n/a	n/a	64	$9.0M	Nov 30, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Interactive Brokers LLC	Investment adviser	Dec 1, 2023	Nov 30, 2024	no	fact	Dol form 5500 pension
Trade Station	Investment adviser	Dec 1, 2023	Nov 30, 2024	no	fact	Dol form 5500 pension
Buck Global, LLC	actuary	Dec 1, 2022	Nov 30, 2023	no	fact	Dol form 5500 pension
Algorithmic Capital Partners, LLC	Investment adviser	Dec 1, 2022	Nov 30, 2023	no	fact	Dol form 5500 pension
Jackson Hole Trust Company	trustee	Dec 1, 2022	Nov 30, 2023	no	fact	Dol form 5500 pension
Benefit Trust Company	trustee	Dec 1, 2022	Nov 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Alma Products I, Inc.Plan sponsorPlan sponsor
Dec 1, 2022 to presentfactForm 5500

Advised by (6)

→ Buck Global, LLCInvestment consultantactuary
Dec 1, 2022 to Nov 30, 2023factForm 5500
→ Algorithmic Capital Partners, LLCInvestment consultantInvestment adviser
Dec 1, 2022 to Nov 30, 2023factForm 5500
→ Jackson Hole Trust CompanyInvestment consultanttrustee
Dec 1, 2022 to Nov 30, 2023factForm 5500
→ Benefit Trust CompanyInvestment consultanttrustee
Dec 1, 2022 to Nov 30, 2023factForm 5500
→ Interactive Brokers LLCInvestment consultantInvestment adviser
Dec 1, 2023 to Nov 30, 2024factForm 5500
→ Trade StationInvestment consultantInvestment adviser
Dec 1, 2023 to Nov 30, 2024factForm 5500

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2023
Consultant changed
Trade Station appears on Retirement Plan for Hourly Rated Employees of Alma Products I, Inc.'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Trade Station Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Consultant changed
Interactive Brokers LLC appears on Retirement Plan for Hourly Rated Employees of Alma Products I, Inc.'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Interactive Brokers LLC Form 5500observed 5 days ago

Show 1 bookkeeping events

Occurred
Dec 1, 2023
Retirement Plan for Hourly Rated Employees of Alma Products I, Inc. funded ratio 84.7% -> 90.1% (2022-12-01 to 2023-12-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:5474b442-8e19-499f-bc71-dbabbd7810d5
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Retirement Plan for Hourly Rated Employees of Alma Products I, Inc.

Allocators

Alma, MI

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:5474b442-8e19-499f-bc71-dbabbd7810d5

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Non-interest-bearing cash

n/a

$24,105

Nov 30, 2024

Derived

Other investments

n/a

$5.0M

Nov 30, 2024

Derived

Registered investment companies

n/a

$9.0M

Nov 30, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Interactive Brokers LLC

Investment adviser

Dec 1, 2023

Nov 30, 2024

fact

Dol form 5500 pension

Trade Station

Investment adviser

Dec 1, 2023

Nov 30, 2024

fact

Dol form 5500 pension

Buck Global, LLC

actuary

Dec 1, 2022

Nov 30, 2023

fact

Dol form 5500 pension

Algorithmic Capital Partners, LLC

Investment adviser

Dec 1, 2022

Nov 30, 2023

fact

Dol form 5500 pension

Jackson Hole Trust Company

trustee

Dec 1, 2022

Nov 30, 2023

fact

Dol form 5500 pension

Benefit Trust Company

trustee

Dec 1, 2022

Nov 30, 2023

fact

Dol form 5500 pension