This allocator's name
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Corporate pension in Louisiana
Corporate pension, based in West Monroe, Louisiana, reporting $17.5M in assets, for 425 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $17.5M
- Funded ratio
- 101.3%
Nothing material in the last 90 days. Last change: 1 Nov 2024, Funded status changed.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Non-interest-bearing cash 3.9%
- Registered investment companies 96.1%
- Charles Schwab Trust Investment adviser (plan)through Oct 31, 2023 Form 5500
- Summit Financial Wealth Advisor Investment adviser (plan)through Oct 31, 2023 Form 5500
- Definiti Actuarythrough Oct 31, 2023 Form 5500
- Nov 1, 2024Funded status changed20 pointsaskebsa.dol.gov
- Nov 1, 2024Assets changed$2.8Maskebsa.dol.gov
- Oct 31, 2024Assets changed$2.8Maskebsa.dol.gov
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Oct 31, 2025 | 425 | $16.1M | $15.9M | 101.3% | $17.5M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Oct 31, 2024 | 440 | $13.3M | $16.4M | 81.2% | $16.1M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Oct 31, 2023 | 444 | $12.8M | $15.7M | 81.6% | $13.3M | Not disclosed | Not disclosed | Not disclosed |
- Summit Financial Wealth Advisor codes 27 $40,850 PY2024
- Charles Schwab & Co., Inc. codes 27 PY2024
- Definiti LLC codes 11 PY2024
+6 more service providers
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Provenance
Not yet on record: fund commitments, managers.
Record history
- Funded status changed2024-11-01source
- Total assets changed2024-11-01source
- Total assets changed2024-10-31source
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›Connections
every published relationship on the graph
+4 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.