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
RCM Industries, Inc. Defined Benefit Pension Plan
Corporate pensionFranklin Park, IL
Assets
n/a
Total assets, Dec 31, 2024 reported
Funded
106.0%
Feb 1, 2024
Private markets target
n/a
policy Jan 31, 2024
Commitments
0
none on the tape
Plan sponsor: RCM Industries, Inc.
Allocation policy
Form 5500, as of Jan 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.2%
- Corporate debt instruments (other) 8.0%
- U.S. Government securities 13.5%
- Other investments 0.2%
- Partnership/joint venture interests 0.1%
- Registered investment companies 60.1%
- Common stock 15.8%
- Preferred stock 0.2%
Consultants and advisers
3 firms
- UBS Financial Services Inc. Investment adviser (plan)through Jan 31, 2023 Form 5500
- Alliance Pension Consultants, LLC Actuarythrough Jan 31, 2023 Form 5500
- MG Trust Company DBA Matrix Trust Custodianthrough Jan 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Sage Advisory Services Ltd. Co.plan years 2023
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
$17,234 (2024-01) · $25,045 (2023-01)
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 | 209 | $9.3M | $9.0M | 106.0% | $0 | $0 | n/a | n/a |
| 2023 to Jan 31, 2024 | 227 | $9.9M | $10.0M | 105.2% | $9.3M | $7,359 | n/a | n/a |
| 2022 to Jan 31, 2023 | 245 | $11.0M | $10.3M | 105.2% | $9.9M | $25,072 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Alliance Pension Consultants LLC codes 11 $36,830 PY2024
- UBS Financial Services, Inc. codes 27 $10,399 PY2024
- Matrix Trust Company codes 19 21 $4,997 PY2024
- Alliance Pension Consultants, LLC codes 11 PY2024
- UBS Financial Services, Inc. codes 27 $17,234 PY2023
- Alliance Pension Consultants LLC codes 11 $14,934 PY2023
- Matrix Trust Company codes 19 21 $13,902 PY2023
- Sage Advisory Services, Ltd Co. codes 28 $5,012 PY2023
- Alliance Pension Consultants, LLC codes 11 PY2023
- Alliance Pension Consultants LLC codes 11 $17,158 PY2022
- UBS Financial Services, Inc. codes 27 $16,975 PY2022
- Matrix Trust Company codes 19 21 $8,220 PY2022
- Sage Advisory Services, Ltd Co. codes 28 $4,148 PY2022
- Alliance Pension Consultants, LLC codes 11 PY2022
What changed
3 events
- Dec 31, 2024Manager relationship endedinferenceSage Advisory Services, Ltd Co. no longer appears on RCM Industries, Inc. Defined Benefit Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Sage Advisory Services Ltd. Co.askebsa.dol.gov
- Dec 31, 2024Assets changedRCM Industries, Inc. Defined Benefit Pension Plan total assets $9M -> $0 (-100.0%, 2024-01-31 to 2024-12-31)
- Feb 1, 2023Assets changedRCM Industries, Inc. Defined Benefit Pension Plan plan assets $11M -> $10M (-10.2%, 2022-02-01 to 2023-02-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 363710664-001
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.