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
Jack Rubin & Sons, Inc. Defined Benefit Pension Plan
Corporate pensionCompton, CA
Assets
$3.4M
Total assets, Jul 15, 2023 reported
Funded
85.0%
Jul 16, 2022
Private markets target
n/a
policy Jul 15, 2023
Commitments
0
none on the tape
Plan sponsor: Jack Rubin & Sons, Inc.
Allocation policy
Form 5500, as of Jul 15, 2023
Actual allocation lines without a target (as filed)
- Registered investment companies 86.6%
- Common stock 8.6%
Consultants and advisers
2 firms
- Northwestern Mutual Wealth Mgmnt Co Investment adviser (plan)through Jul 15, 2023 Form 5500
- Futureplan by Ascensus Actuarythrough Jul 15, 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
17 readings
Plan assets
Funded ratio
Funding target
Discount rate
Investment management fees
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jul 15, 2017 | 127 | n/a | n/a | n/a | $4.1M | n/a | n/a | n/a |
| 2022 to Jul 15, 2023 | 121 | $3.8M | $4.4M | 85.0% | $3.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Northwestern Mutual Wealth Mgmnt Co codes 27 28 33 51 $25,188 PY2024
- Northwestern Mutual Wealth Mgmt codes 27 28 33 51 $17,952 PY2022
- Futureplan by Ascensus codes 11 PY2022
What changed
1 events
- Jul 15, 2023Assets changedJack Rubin & Sons, Inc. Defined Benefit Pension Plan total assets $4M -> $3M (-17.0%, 2017-07-15 to 2023-07-15)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 951771502-001
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.