This allocator's name and 9 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Corporate pension in South Carolina
Corporate pension, based in Fountain Inn, South Carolina, reporting $25.0M in assets, for 1,201 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $25.0M
- Funded ratio
- 105.5%
- Fund commitments
- 4
Nothing material in the last 90 days. Last change: 1 Jan 2024, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Fiam Long Corporate a Or Better3 commitments
- Fiam Long U.S. Treasury Strips Inde3 commitments
- Fiam Short Duration Pool3 commitments
- Fidelity Institutional Asset Mgmt12 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 1.9%
- Common/collective trusts 79.9%
- Registered investment companies 18.2%
- Fidelity Investments Pension consultantGeneral consultantInvestment adviser (plan)through Dec 31, 2023 Form 5500
- Fidelity Investments Actuarythrough Dec 31, 2022 Form 5500
- Fidelity Institutional Asset Mgmt12 rows, latest Dec 31, 2024
- Fidelity Investmentsplan years 2022
- Jan 1, 2024Funded status changed4 pointsaskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 20 pointsaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $10.3Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Fiam Long Corporate a Or Bettercollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $9.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fiam Long U.S. Treasury Strips Indecollective trust | Fidelity Institutional Asset Mgmt | Fixed income | $220,378 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fiam Short Duration Poolcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $2.4M held | Disclosed holding | askebsa.dol.gov |
+9 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 1,201 | $26.9M | $25.0M | 105.5% | $25.0M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,283 | $27.9M | $27.7M | 101.7% | $26.9M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,346 | $38.3M | $28.5M | 121.6% | $28.0M | Not disclosed | Not disclosed | Not disclosed |
- FID Inv Inst Ops codes 16 17 50 $193,964 PY2024
- FID Inv Inst Ops codes 26 27 28 50 $71,553 PY2024
- FID Inv Inst Ops Cp codes 13 16 50 $10,868 PY2024
+21 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Provenance
Not yet on record: managers.
Record history
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
- Total assets changed2023-01-01source
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
every published relationship on the graph
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.