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
Chelsea Industries, Inc. Retirement Plan
Corporate pensionCumberland, RI
Assets
$1.3M
Total assets, Sep 30, 2023 reported
Funded
97.0%
Oct 1, 2022
Private markets target
n/a
policy Sep 30, 2023
Commitments
0
none on the tape
Plan sponsor: Chelsea Industries, Inc.
Allocation policy
Form 5500, as of Sep 30, 2023
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 99.0%
Consultants and advisers
1 firms
- The Angell Pension Group, Inc. Actuarythrough Sep 30, 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)
- Cubic Asset Managementplan 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
11 readings
Total assets
Plan assets
Net assets
Funded ratio
Funding target
Discount rate
Participants
Contributions
Benefits paid
Net investment income
Investment management fees
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Sep 30, 2023 | 183 | $8.8M | $9.6M | 97.0% | $1.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- The Angell Pension Group, Inc. codes 11 $123,957 PY2022
- Cubic Asset Management codes 28 $61,366 PY2022
- Dietrich & Associates codes 14 $25,000 PY2022
- Wells Fargo Bank N.A. codes 26 $10,541 PY2022
- Withumsmith+brown, PC codes 10 $3,900 PY2022
- Blackrock Short Term Invest Fund Sched. D C PY2022
- The Angell Pension Group, Inc. codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 042322590-001
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.