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AllocatorsPlancorporate pension<100m

Southern Towing Company Pension Plan

Allocators

Sulphur, LA

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:9bc5024c-8be3-445b-a152-78b177047975

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 8:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
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: $1.5Mlatest reading; see basis
Assets as of: Oct 31, 2024
Assets basis: REPORTED
Funded ratio: 112%
Participants: 124
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Oct 31, 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; 5 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	98	$1.5M	Oct 31, 2024	Derived
U.S. Government securities	n/a	n/a	n/a	1	$11,657	Oct 31, 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
Mercer	actuary	Nov 1, 2022	Oct 31, 2023	no	fact	Dol form 5500 pension
Advisor	Investment adviser	Nov 1, 2022	Oct 31, 2023	no	fact	Dol form 5500 pension
Matrix Trust Company	trustee	Nov 1, 2022	Oct 31, 2023	no	fact	Dol form 5500 pension
Mercer (US) LLC	actuary	Nov 1, 2022	Oct 31, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Southern Towing CompanyPlan sponsorPlan sponsor
Nov 1, 2022 to presentfactForm 5500

Advised by (4)

→ MercerInvestment consultantactuary
Nov 1, 2022 to Oct 31, 2023factForm 5500
→ AdvisorInvestment consultantInvestment adviser
Nov 1, 2022 to Oct 31, 2023factForm 5500
→ Matrix Trust CompanyInvestment consultanttrustee
Nov 1, 2022 to Oct 31, 2023factForm 5500
→ Mercer (US) LLCInvestment consultantactuary
Nov 1, 2022 to Oct 31, 2023factForm 5500

Dated events

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

Occurred
Dec 31, 2023
Consultant changed
Advisor no longer appears on Southern Towing Company Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Advisor Form 5500observed 6 days ago

Show 1 bookkeeping events

Occurred
Oct 31, 2024
Southern Towing Company Pension Plan total assets $11M -> $2M (-86.3%, 2023-10-31 to 2024-10-31)

Provenance

Graph: Allocators
Canonical id: dfx:al:9bc5024c-8be3-445b-a152-78b177047975
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 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.

Southern Towing Company Pension Plan

Allocators

Sulphur, LA

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:9bc5024c-8be3-445b-a152-78b177047975

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$1.5M

Oct 31, 2024

Derived

U.S. Government securities

n/a

$11,657

Oct 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Mercer

actuary

Nov 1, 2022

Oct 31, 2023

fact

Dol form 5500 pension

Advisor

Investment adviser

Nov 1, 2022

Oct 31, 2023

fact

Dol form 5500 pension

Matrix Trust Company

trustee

Nov 1, 2022

Oct 31, 2023

fact

Dol form 5500 pension

Mercer (US) LLC

actuary

Nov 1, 2022

Oct 31, 2023

fact

Dol form 5500 pension