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
Allied Aviation New York Services Pension Plan
Corporate pensionNEW York, NY
Assets
$34.5M
Total assets, Jun 30, 2025 reported
Funded
78.0%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: Allied New York Services, Inc.
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.9%
- Non-interest-bearing cash 0.4%
- Common stock 97.0%
Consultants and advisers
2 firms
- USI Consulting Group Actuarythrough Jun 30, 2023 Form 5500
- Exeter Trust Company Custodianthrough Jun 30, 2023 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
33 readings
Investment management fees
$168,084 (2024-06) · $162,091 (2023-06)
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 Jun 30, 2025 | 538 | $32.5M | $29.8M | 78.0% | $34.5M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 541 | $31.1M | $29.8M | 75.6% | $32.7M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 546 | $30.6M | $28.9M | 76.5% | $31.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Exeter Trust Company codes 19 $178,938 PY2024
- USI Consulting Group, Inc. codes 11 $59,855 PY2024
- Davis, Ward & Hochman, LLP codes 10 $30,316 PY2024
- USI Consulting Group codes 11 PY2024
- Exeter Trust Company codes 19 $168,084 PY2023
- USI Consulting Group, Inc. codes 11 $94,200 PY2023
- Davis, Ward & Hochman, LLP codes 10 $29,440 PY2023
- USI Consulting Group codes 11 PY2023
- Exeter Trust Company codes 19 $162,091 PY2022
- USI Consulting Group, Inc. codes 11 $45,915 PY2022
- Davis, Ward & Hochman, LLP codes 10 $28,590 PY2022
- USI Consulting Group codes 11 PY2022
What changed
1 events
- Jul 1, 2024Funded status changedAllied Aviation New York Services Pension Plan funded ratio 75.6% -> 78.0% (2023-07-01 to 2024-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 113666918-004
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.