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
Retirement Plan for Corning Natural Gas Corporation
Corporate pensionCorning, NY
Assets
$23.1M
Total assets, Dec 31, 2024 reported
Funded
95.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Corning Natural Gas Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 5.5%
- Corporate debt instruments (other) 9.1%
- U.S. Government securities 26.1%
- Registered investment companies 9.4%
- Common stock 48.6%
Consultants and advisers
3 firms
- Charles Schwab Trust Custodianthrough Dec 31, 2023 Form 5500
- State Street Custodianthrough Dec 31, 2022 Form 5500
- Bpas Actuarial and Pension Services 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)
- Wealth Enhancement Groupplan years 2023
- Qciplan 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
31 readings
Investment management fees
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 | 170 | $21.3M | $22.0M | 95.2% | $23.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 160 | $18.4M | $21.7M | 93.5% | $21.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 159 | $22.1M | $20.9M | 100.0% | $18.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Wealth Enhancement codes 28 $106,355 PY2024
- Charles Schwab codes 19 $8,308 PY2024
- Bpas Actuarial & Pension Services codes 11 PY2024
- Wealth Enhancement codes 28 $120,226 PY2023
- Charles Schwab codes 19 $8,032 PY2023
- Bpas Actuarial & Pension Services codes 11 PY2023
- Qci codes 28 $72,478 PY2022
- State Street Corp codes 19 $8,955 PY2022
- Bpas Actuarial & Pension Services codes 11 PY2022
What changed
6 events
- Jan 1, 2024Assets changedRetirement Plan for Corning Natural Gas Corporation plan assets $18M -> $21M (+15.3%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceQci no longer appears on Retirement Plan for Corning Natural Gas Corporation's Schedule C as investment manager (plan year 2023 vs 2022)with Qciaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedWealth Enhancement appears on Retirement Plan for Corning Natural Gas Corporation's Schedule C as investment manager (plan year 2023 vs 2022)with Wealth Enhancement Groupaskebsa.dol.gov
- Dec 31, 2023Assets changedRetirement Plan for Corning Natural Gas Corporation total assets $18M -> $21M (+15.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedRetirement Plan for Corning Natural Gas Corporation funded ratio 100.0% -> 93.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan for Corning Natural Gas Corporation plan assets $22M -> $18M (-16.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 160397420-001
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.