This allocator's name and 15 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 Texas
Corporate pension, based in Pasadena, Texas, reporting $5.5M in assets, for 177 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $5.5M
- Funded ratio
- 87.8%
- Fund commitments
- 6
- Managers
- 2
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- Fidelity Extended Market Index Fd3 commitments
- Fidelity 500 Index Fund3 commitments
- Vanguard Long Term Corp Bond Index3 commitments
- Vanguard6 commitments
- Fidelity Investments3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Pooled separate accounts 99.4%
- C-Ben Group Actuarythrough Dec 31, 2022 Form 5500
- Vanguard6 rows, latest Dec 31, 2024
- Fidelity Investments3 rows, latest Dec 31, 2024
- Vanguardplan years
- Fidelity Investmentsplan years
- IVY Fundsplan years 2022
+7 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Jan 1, 2024Funded status changed5 pointsaskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 16 pointsaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $626Kaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Fidelity Extended Market Index Fdseparate account | Bank of America | Pooled vehicles | $182,084 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fidelity 500 Index Fundseparate account | Fidelity Investments | Pooled vehicles | $206,123 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Vanguard Long Term Corp Bond Indexseparate account | Vanguard | Fixed income | $76,560 held | Disclosed holding | askebsa.dol.gov |
+15 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 | 177 | $5.3M | $5.4M | 87.8% | $5.5M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 187 | $4.9M | $5.2M | 82.9% | $5.3M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 183 | $5.5M | $4.9M | 99.3% | $4.9M | Not disclosed | Not disclosed | Not disclosed |
- C-Ben Group codes 13 $8,535 PY2024
- Fidelity 500 Index Fund Sched. D P $206,123 PY2024
- Fidelity Extended Market Index Fd Sched. D P $182,084 PY2024
+28 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
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
+12 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.