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
Hourly Employees Retirement Plan of Bradken, Inc.
Corporate pensionAtchison, KS
Assets
$1.4M
Total assets, Dec 31, 2024 reported
Funded
101.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Bradken, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 87.8%
Consultants and advisers
5 firms
- Cbiz Investment Advisory Services General consultantthrough Dec 31, 2024 Form 5500
- Midwest Trust Company Trusteethrough Dec 31, 2024 Form 5500
- Cbiz Ris Actuarythrough Dec 31, 2024 Form 5500
- BMO Harris Bank, N.A. 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)
- Advanced Capital Group Iplan years 2024
- Rice Hall James & Associates LLCplan 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
$122,483 (2023-12) · $120,084 (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 | 478 | $25.9M | $24.9M | 101.5% | $1.4M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 494 | $25.5M | $25.8M | 101.7% | $25.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 504 | $29.4M | $26.0M | 104.8% | $25.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Cbiz Benefits & Insurance Services codes 11 13 17 50 $113,739 PY2024
- Cbiz Investment Advisory Services codes 16 50 $100,000 PY2024
- Advanced Capital Group codes 28 $25,318 PY2024
- Midwest Institutional Trust Company codes 21 $15,798 PY2024
- Rice, Hall, James & Associates codes 28 $10,221 PY2024
- Cbiz codes 11 PY2024
- Rice, Hall, James & Associates codes 28 $122,483 PY2023
- BMO Harris Bank N.A. codes 21 $20,335 PY2023
- Cbiz codes 11 PY2023
- Rice, Hall, James & Associates codes 28 $120,084 PY2022
- BMO Harris Bank N.A. codes 21 $20,066 PY2022
- Cbiz codes 11 PY2022
What changed
6 events
- Dec 31, 2024Manager relationship startedAdvanced Capital Group appears on Hourly Employees Retirement Plan of Bradken, Inc.'s Schedule C as investment manager (plan year 2024 vs 2023)with Advanced Capital Group Iaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceCbiz Investment Advisory Services appears on Hourly Employees Retirement Plan of Bradken, Inc.'s Schedule C as general consultant (plan year 2024 vs 2023)with Cbiz Investment Advisory Servicesaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceCbiz Benefits & Insurance Services appears on Hourly Employees Retirement Plan of Bradken, Inc.'s Schedule C as pension consultant (plan year 2024 vs 2023)with Cbiz Risaskebsa.dol.gov
- Dec 31, 2024Assets changedHourly Employees Retirement Plan of Bradken, Inc. total assets $26M -> $1M (-94.8%, 2023-12-31 to 2024-12-31)
- Jan 1, 2023Funded status changedHourly Employees Retirement Plan of Bradken, Inc. funded ratio 104.8% -> 101.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedHourly Employees Retirement Plan of Bradken, Inc. plan assets $29M -> $25M (-13.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 300258772-002
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.