DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Mclane Middleton Professional Association Pension Plan
Corporate pensionManchester, NH
Assets
$50.1M
Total assets, Dec 31, 2024 reported
Funded
99.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Mclane Middleton Professional Association
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.1%
- Non-interest-bearing cash 0.5%
- Corporate debt instruments (other) 78.4%
- U.S. Government securities 17.6%
- Common stock 0.0%
- Preferred stock 0.3%
Consultants and advisers
4 firms
- Fiducient Advisors LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Cbiz Ris Actuarythrough Dec 31, 2024 Form 5500
- State Street Bank & Trust Company Directed trusteethrough Dec 31, 2022 Form 5500
- Cbiz Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Eaton Vance Water Oak Advisorsplan years 2022
- SLC Managementplan years 2022
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
33 readings
Investment management fees
$148,314 (2023-12) · $229,838 (2022-12)
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 Dec 31, 2024 | 250 | $77.2M | $68.1M | 99.7% | $50.1M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 252 | $73.7M | $66.4M | 97.8% | $77.3M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 254 | $87.8M | $64.1M | 121.0% | $73.7M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- SLC Management (U.S.) LLC codes 28 $145,187 PY2024
- Cbiz Benefits and Insurance Service codes 11 $112,500 PY2024
- Fiducient Advisors LLC codes 27 $73,812 PY2024
- Cbiz codes 11 PY2024
- SLC Management (U.S.) LLC codes 28 $138,359 PY2023
- Fiducient Advisors LLC codes 27 $57,075 PY2023
- FNZ Trust Company codes 25 $33,433 PY2023
- Cbiz codes 11 PY2023
- SLC Management (U.S.) LLC codes 28 $76,211 PY2022
- Fiducient Advisors LLC codes 27 $69,163 PY2022
- Eaton Vance Water Oak Advisors codes 28 $65,357 PY2022
- FNZ Trust Company codes 25 $34,684 PY2022
- Cbiz codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedMclane Middleton Professional Association Pension Plan total assets $77M -> $50M (-35.2%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Manager relationship endedinferenceEaton Vance Water Oak Advisors no longer appears on Mclane Middleton Professional Association Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Eaton Vance Water Oak Advisorsaskebsa.dol.gov
- Jan 1, 2023Funded status changedMclane Middleton Professional Association Pension Plan funded ratio 121.0% -> 97.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedMclane Middleton Professional Association Pension Plan plan assets $88M -> $74M (-16.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 020325043-001
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.