DFX Intelligence

This allocator's name, 2 more advisers and 1 more dated event

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Corporate pension in Michigan

Corporate pension· Clinton Twp, Michigan

Corporate pension, based in Clinton Twp, Michigan, reporting $37.6M in assets, for 106 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $37.6M
Funded ratio: 162.3%

Open searches Allocation policy Consultants

As of 2024-12-31 · 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: 31 Dec 2024, Changed investment consultant to Onedigital.

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$37.6M

Total assets, Sep 30, 2025 reported

Funded

162.3%

Oct 1, 2024

Private markets target

no policy read

policy Sep 30, 2025

Commitments

none on the tape

Allocation policy

Form 5500, as of Sep 30, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.0%
Non-interest-bearing cash 0.8%
Registered investment companies 98.2%

Consultants and advisers

5 firms

Onedigital Investment adviser (plan)Actuarythrough Sep 30, 2025 Form 5500
Brown & Brown Insurance Services, I Actuarythrough Sep 30, 2025 Form 5500
Charles Schwab Trust Bank Trusteethrough Sep 30, 2025 Form 5500

+2 more consultants and advisers advise this allocator

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

No manager relationship is on the tape for this allocator.

What changed

6 events

Dec 31, 2024Consultant changedinference
with Onedigitalaskebsa.dol.gov
Oct 1, 2024Funded status changed
32 pointsaskebsa.dol.gov
Oct 1, 2024Assets changed
$6.8Maskebsa.dol.gov
Sep 30, 2024Assets changed
$6.8Maskebsa.dol.gov
Oct 1, 2023Funded status changed
6 pointsaskebsa.dol.gov

+1 more dated event

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

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

30 readings

Total assets

$37.6M Sep 30, 2025 reported Form 5500

$35.9M (2024-09) · $29.1M (2023-09)

Plan assets

$35.8M Oct 1, 2024 reported Form 5500

$29.0M (2023-10) · $26.1M (2022-10)

Net assets

$37.6M Sep 30, 2025 reported Form 5500

$35.9M (2024-09) · $29.1M (2023-09)

Funded ratio

162.3% Oct 1, 2024 reported Form 5500

130.5% (2023-10) · 124.0% (2022-10)

Funding target

$22.0M Oct 1, 2024 reported Form 5500

$22.2M (2023-10) · $21.0M (2022-10)

Discount rate

5.40% Oct 1, 2024 reported Form 5500

5.27% (2023-10) · 5.45% (2022-10)

Participants

106 Oct 1, 2024 reported Form 5500

107 (2023-10) · 108 (2022-10)

Contributions

$0 Sep 30, 2025 reported Form 5500

$0 (2023-09)

Benefits paid

$1.3M Sep 30, 2025 reported Form 5500

$1.0M (2024-09) · $1.0M (2023-09)

Net investment income

$1.7M Sep 30, 2025 reported Form 5500

$6.8M (2024-09) · $2.9M (2023-09)

Investment management fees

$78,895 Sep 30, 2025 reported Form 5500

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 Sep 30, 2025	106	$35.8M	$22.0M	162.3%	$37.6M	Not disclosed	Not disclosed	Not disclosed
2023 to Sep 30, 2024	107	$29.0M	$22.2M	130.5%	$35.9M	Not disclosed	Not disclosed	Not disclosed
2022 to Sep 30, 2023	108	$26.1M	$21.0M	124.0%	$29.1M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Comerica Bank codes 19 21 28 $111,483 PY2024
Onedigital Investment Advisors codes 27 $78,895 PY2024
Onedigital Topco LLC codes 11 $33,750 PY2024

+8 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

Identifiers: none on file

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.

Not yet on record: fund commitments, managers.

Record history

6 dated events on the change ledger, latest first

Funded status changed
2023-10-01source
Funded status changed
2024-10-01source
Consultant changed
2024-12-31source

+3 more changes on this record's ledger

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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

+7 connections on the graph

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