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

Standard-Knapp, Inc. Amended and Restated Hourly Employees' Retirement Plan

Corporate pensionPortland, CT
Assets
$2.5M
Total assets, Dec 31, 2024 reported
Funded
104.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
16
none on the tape
Plan sponsor: Standard-Knapp, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 100.0%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
16 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$461,673 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$292,608 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Short Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$427,573 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$664,594 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$337,589 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Short Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$422,733 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2021Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$37,081 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2021Prin Glbl Emerg Markets Sa-Zseparate accountPrincipalPooled vehicles$307,399 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2021Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$822,750 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2021Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$363,710 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2021Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$522,165 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2021Prin Intl Equity Index Sa-Zseparate accountPrincipalPublic equity$322,081 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2021Prin Ldi Short Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$454,376 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2021Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$976,679 heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$2.5M Dec 31, 2024 reported Form 5500
$2.8M (2023-12) · $3.8M (2021-12)
Plan assets
$2.8M Jan 1, 2024 reported Form 5500
$3.0M (2023-01) · $3.9M (2021-01)
Net assets
$2.5M Dec 31, 2024 reported Form 5500
$2.8M (2023-12) · $3.8M (2021-12)
Funded ratio
104.1% Jan 1, 2024 reported Form 5500
111.9% (2023-01) · 109.2% (2021-01)
Funding target
$2.6M Jan 1, 2024 reported Form 5500
$2.8M (2023-01) · $3.1M (2021-01)
Discount rate
4.93% Jan 1, 2024 reported Form 5500
5.05% (2023-01) · 5.37% (2021-01)
Participants
101 Jan 1, 2024 reported Form 5500
103 (2023-01) · 106 (2021-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2021-12)
Benefits paid
$314,986 Dec 31, 2024 reported Form 5500
$329,612 (2023-12) · $345,808 (2021-12)
Net investment income
$-337,190 Dec 31, 2024 reported Form 5500
$-181,950 (2023-12) · $-95,977 (2021-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 2021106$3.9M$3.1M109.2%$3.8Mn/an/an/a
2024 to Dec 31, 2024101$2.8M$2.6M104.1%$2.5Mn/an/an/a
2023 to Dec 31, 2023103$3.0M$2.8M111.9%$2.8Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $62,388 PY2025
  • GFS Wealth Management Advisors, Inc codes 27 99 PY2025
  • Prin Glbl Emerg Markets Sa-Z Sched. D P $307,399 PY2025
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $822,750 PY2025
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $363,710 PY2025
  • Prin Liquid Assets Sep Acct-Z Sched. D P $37,081 PY2025
  • Prin Ldi Short Dur Sep Acct-Z Sched. D P $454,376 PY2025
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $976,679 PY2025
  • Prin Ldi Long Duration Sa-Z Sched. D P $522,165 PY2025
  • Prin Intl Equity Index Sa-Z Sched. D P $322,081 PY2025
  • Principal Financial Group codes 11 PY2025
  • Principal Life Insurance Company codes 13 50 64 $59,300 PY2024
  • Prin Ldi Short Dur Sep Acct-Z Sched. D P $427,573 PY2024
  • Prin Liquid Assets Sep Acct-Z Sched. D P $461,673 PY2024
  • Prin Ldi Long Duration Sa-Z Sched. D P $292,608 PY2024
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $1.3M PY2024
  • Principal Financial Group codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $52,100 PY2023
  • GFS Wealth Management Advisors, Inc codes 27 99 PY2023
  • Prin Liquid Assets Sep Acct-Z Sched. D P $664,594 PY2023
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $1.4M PY2023
  • Prin Ldi Long Duration Sa-Z Sched. D P $337,589 PY2023
  • Prin Ldi Short Dur Sep Acct-Z Sched. D P $422,733 PY2023
  • Principal Financial Group codes 11 PY2023
What changed
11 events
  • Dec 31, 2025Consultant changedinference
    GFS Wealth Management Advisors, Inc appears on Standard-Knapp, Inc. Amended and Restated Hourly Employees' Retirement Plan's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)
    with GFS Wealth Management Advisors, Incaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    GFS Wealth Management Advisors, Inc no longer appears on Standard-Knapp, Inc. Amended and Restated Hourly Employees' Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with GFS Wealth Management Advisors, Incaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    Standard-Knapp, Inc. Amended and Restated Hourly Employees' Retirement Plan total assets $3M -> $2M (-11.9%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Standard-Knapp, Inc. Amended and Restated Hourly Employees' Retirement Plan funded ratio 111.9% -> 104.1% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Standard-Knapp, Inc. Amended and Restated Hourly Employees' Retirement Plan no longer reports Prin Lgcp S&p 500 Index Sa-Z (Principal) (last held $822,750 at 2021-12-31; absent from the 2023-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Standard-Knapp, Inc. Amended and Restated Hourly Employees' Retirement Plan no longer reports Prin Smcap S&p 600 Index Sa-Z (Principal) (last held $363,710 at 2021-12-31; absent from the 2023-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Standard-Knapp, Inc. Amended and Restated Hourly Employees' Retirement Plan no longer reports Prin Glbl Emerg Markets Sa-Z (Principal) (last held $307,399 at 2021-12-31; absent from the 2023-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Standard-Knapp, Inc. Amended and Restated Hourly Employees' Retirement Plan no longer reports Prin Intl Equity Index Sa-Z (Principal) (last held $322,081 at 2021-12-31; absent from the 2023-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Standard-Knapp, Inc. Amended and Restated Hourly Employees' Retirement Plan total assets $4M -> $3M (-25.7%, 2021-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Standard-Knapp, Inc. Amended and Restated Hourly Employees' Retirement Plan funded ratio 109.2% -> 111.9% (2021-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Standard-Knapp, Inc. Amended and Restated Hourly Employees' Retirement Plan plan assets $4M -> $3M (-22.9%, 2021-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 061119214-005
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.