This allocator's name
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Corporate pension in Texas
Corporate pension, based in Austin, Texas, reporting $278,126 in assets, for 142 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $278,126
- Funded ratio
- 134.7%
Nothing material in the last 90 days. Last change: 31 Dec 2024, Total assets changed.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- U.S. Government securities 100.0%
- Capfinancial Partners, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Nova 401k Associates Pension consultantthrough Dec 31, 2022 Form 5500
- Nova 401(k) Associates Actuarythrough Dec 31, 2022 Form 5500
- Dec 31, 2024Assets changeddown $3.6Maskebsa.dol.gov
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 142 | Not disclosed | Not disclosed | n/a | $278,126 | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 142 | Not disclosed | Not disclosed | n/a | $3.9M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 164 | $7.5M | $4.7M | 134.7% | $3.7M | $0 | $0 | $0 |
- Capfinancial Partners, LLC codes 27 $7,500 PY2024
- Capfinancial Partners, LLC codes 27 $18,733 PY2022
- Nova 401(k) Associates codes 15 17 64 $14,203 PY2022
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Provenance
Not yet on record: fund commitments, managers.
Record history
- Total assets changed2024-12-31source
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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+4 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.