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
Unifrax Hourly Defined Benefit Pension Plan
Corporate pensionTonawanda, NY
Assets
$13.5M
Total assets, Dec 31, 2024 reported
Funded
93.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Unifrax I LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.9%
- Registered investment companies 95.1%
Consultants and advisers
3 firms
- Fiducient Advisors LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
- Principal Spectrum Asset Management Custodianthrough Dec 31, 2023 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
No manager relationship is on the tape for this allocator.
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
32 readings
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 | 286 | $12.9M | $14.2M | 93.0% | $13.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 292 | $11.3M | $13.2M | 92.4% | $12.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 296 | $13.9M | $12.0M | 103.9% | $11.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Clifton Larson Allen LLP codes 10 $15,500 PY2024
- Fiducient Advisors codes 27 28 50 51 $14,351 PY2024
- Principal Financial Group codes 19 21 50 $8,734 PY2024
- Bpas Actuarial & Pension Services codes 11 17 50 $6,465 PY2024
- Bpas Actuarial & Pension Services codes 11 PY2024
- Bpas Actuarial & Pension Services codes 11 17 50 $35,620 PY2023
- Freed Maxick CPAS, P.C. codes 10 $24,500 PY2023
- Fiducient Advisors codes 27 28 50 51 $13,176 PY2023
- Principal Financial Group codes 19 21 50 $8,627 PY2023
- Bpas Actuarial & Pension Services codes 11 PY2023
- Bpas Actuarial & Pension Services codes 11 PY2022
What changed
4 events
- Jan 1, 2024Assets changedUnifrax Hourly Defined Benefit Pension Plan plan assets $11M -> $13M (+14.1%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedUnifrax Hourly Defined Benefit Pension Plan total assets $11M -> $13M (+14.3%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedUnifrax Hourly Defined Benefit Pension Plan funded ratio 103.9% -> 92.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedUnifrax Hourly Defined Benefit Pension Plan plan assets $14M -> $11M (-19.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 341535916-160
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.