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.
Taft-Hartley plan
Bakers Local No 433 Pension Plan
Taft-Hartley planNorth Sioux City, SD
Assets
$4.9M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Bakers' Local No 433 Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 12.2%
- Corporate debt instruments (other) 65.1%
- U.S. Government securities 17.9%
Consultants and advisers
1 firms
- R Scott Gregory Actuarythrough Dec 31, 2022 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)
- RBC Wealth Managementplan years 2022
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
18 readings
Investment management fees
$420,751 (2023-12) · $461,942 (2022-12)
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 | 793 | n/a | n/a | n/a | $4.9M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 824 | n/a | n/a | n/a | $146M | $8.4M | n/a | n/a |
| 2022 to Dec 31, 2022 | 851 | n/a | n/a | n/a | $140M | $7.2M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- RBC Capital Markets, LLC codes $359,446 PY2024
- Gregory Barnes codes $137,249 PY2024
- R Scott Gregory codes $60,916 PY2024
- Pension Benefit Guaranty Corp codes $29,785 PY2024
- Kutak Rock LLP codes $23,603 PY2024
- BMG CPAS, LLP codes $20,904 PY2024
- USI Insurance LLC codes $11,636 PY2024
- RBC Capital Markets, LLC codes 28 $420,751 PY2023
- Gregory Barnes codes 14 $133,419 PY2023
- R Scott Gregory codes 11 $33,000 PY2023
- Pension Benefit Guaranty Corp codes 22 $28,980 PY2023
- BMG CPAS, LLP codes 10 $20,393 PY2023
- Kutak Rock LLP codes 29 $10,971 PY2023
- USI Insurance LLC codes 22 $10,536 PY2023
- Pension Benefit Information LLC codes 15 $10,176 PY2023
- RBC Capital Markets, LLC codes 28 $461,942 PY2022
- Gregory Barnes codes 14 $133,046 PY2022
- Pension Benefit Guaranty Corp codes 22 $27,232 PY2022
- R Scott Gregory codes 11 $24,195 PY2022
- BMG CPAS, LLP codes 10 $21,160 PY2022
- Kutak Rock LLP codes 29 $21,036 PY2022
- USI Insurance LLC codes 22 $10,557 PY2022
- Pension Benefit Information LLC codes 15 $10,164 PY2022
What changed
2 events
- Dec 31, 2024Manager relationship endedinferenceRBC Capital Markets, LLC no longer appears on Bakers Local No 433 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with RBC Wealth Managementaskebsa.dol.gov
- Dec 31, 2024Assets changedBakers Local No 433 Pension Plan total assets $146M -> $5M (-96.6%, 2023-12-31 to 2024-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 420653453-001
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.