Iacna Portable Pension Plan

Corporate pension· Southfield, Michigan

Corporate pension, based in Southfield, Michigan, reporting $9.5M in assets, for 1,359 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$9.5M
Funded ratio
94.1%
Fund commitments
1
Managers
1
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 1 Jan 2024, Iacna Portable Pension Plan funded ratio 90.6% -> 94.1% (2023-01-01 to 2024-01-01).

Capital path

who backs this record, through what, into what; each name opens its own path
Iacna Portable Pension Plan
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$9.5M
Total assets, Dec 31, 2024 reported
Funded
94.1%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
1
1 manager on Schedule C
Plan sponsor: International Automotive Components Group North America, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.0%
  • Common/collective trusts 5.8%
  • Registered investment companies 88.2%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
5 events
  • Jan 1, 2024Funded status changed
    Iacna Portable Pension Plan funded ratio 90.6% -> 94.1% (2023-01-01 to 2024-01-01)
  • Jan 1, 2024Assets changed
    Iacna Portable Pension Plan plan assets $9M -> $10M (+12.1%, 2023-01-01 to 2024-01-01)
  • Dec 31, 2023Assets changed
    Iacna Portable Pension Plan total assets $9M -> $10M (+12.5%, 2022-12-31 to 2023-12-31)
  • Jan 1, 2023Funded status changed
    Iacna Portable Pension Plan funded ratio 108.7% -> 90.6% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    Iacna Portable Pension Plan plan assets $12M -> $9M (-27.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
2 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Snyder Capital Small/mid Cap Valuecollective trustSnyder Capital Management, LPPooled vehicles$551,182 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Snyder Capital Small/mid Cap Valuecollective trustSnyder Capital Management, LPPooled vehicles$509,706 heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$9.5M Dec 31, 2024 reported Form 5500
$9.7M (2023-12) · $8.6M (2022-12)
Plan assets
$9.6M Jan 1, 2024 reported Form 5500
$8.6M (2023-01) · $11.9M (2022-01)
Net assets
$9.5M Dec 31, 2024 reported Form 5500
$9.7M (2023-12) · $8.6M (2022-12)
Funded ratio
94.1% Jan 1, 2024 reported Form 5500
90.6% (2023-01) · 108.7% (2022-01)
Funding target
$10.7M Jan 1, 2024 reported Form 5500
$10.4M (2023-01) · $10.2M (2022-01)
Discount rate
5.09% Jan 1, 2024 reported Form 5500
5.23% (2023-01) · 5.40% (2022-01)
Participants
1,359 Jan 1, 2024 reported Form 5500
1,442 (2023-01) · 1,435 (2022-01)
Contributions
$1.1M Dec 31, 2024 reported Form 5500
$1.2M (2023-12) · $304,410 (2022-12)
Benefits paid
$1.4M Dec 31, 2024 reported Form 5500
$715,605 (2023-12) · $1.1M (2022-12)
Net investment income
-$136,539 Dec 31, 2024 reported Form 5500
$1.1M (2023-12) · -$3.3M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,359$9.6M$10.7M94.1%$9.5MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20231,442$8.6M$10.4M90.6%$9.7MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20221,435$11.9M$10.2M108.7%$8.6MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

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Provenance
Identifiers: EIN-PN 208306510-003
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.

Record history

5 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source
  • Total assets changed
    2023-01-01source

+2 more changes on this record's ledger

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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

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