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
The Rumpke Consolidated Companies, Inc. & Affiliates Defined Benefit Pension Plan
Corporate pensionCincinnati, OH
Assets
$81.1M
Total assets, Jun 30, 2025 reported
Funded
81.7%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: Rumpke Consolidated Companies, Inc.
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.0%
- Registered investment companies 96.2%
Consultants and advisers
4 firms
- PCA Investment Advisory Services Investment adviser (plan)through Jun 30, 2023 Form 5500
- Ascensus Actuarythrough Jun 30, 2023 Form 5500
- Charles Schwab Trust Bank Custodianthrough Jun 30, 2023 Form 5500
- Nyhart Actuarythrough 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
$15,981 (2024-06) · $17,744 (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 | 645 | $74.0M | $84.4M | 81.7% | $81.1M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 696 | $61.0M | $79.4M | 80.0% | $74.1M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 759 | $55.4M | $75.6M | 80.0% | $61.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Ascensus LLC codes 11 50 $61,897 PY2024
- Charles Schwab Trust Bank codes 18 25 50 $18,491 PY2024
- Dean Dorton Allen Ford, PLLC codes 10 50 $15,000 PY2024
- PCA Investment Advisory Services codes 27 50 $10,889 PY2024
- Pension Corporation of America codes 50 59 64 $5,288 PY2024
- Nyhart codes 11 PY2024
- Ascensus LLC codes 11 50 $66,395 PY2023
- PCA Investment Advisory Services codes 27 50 $15,981 PY2023
- Charles Schwab Trust Bank codes 18 25 50 $15,168 PY2023
- Dean Dorton Allen Ford, PLLC codes 10 50 $14,200 PY2023
- Pension Corporation of America codes 50 59 64 $5,201 PY2023
- Nyhart codes 11 PY2023
- Ascensus LLC codes 11 50 $49,750 PY2022
- PCA Investment Advisory Services codes 27 50 $17,744 PY2022
- Charles Schwab Trust Bank codes 18 25 50 $13,679 PY2022
- Vonlehman & Company, Inc. codes 10 50 $13,500 PY2022
- Pension Corporation of America codes 50 59 64 $5,017 PY2022
- Nyhart codes 11 PY2022
What changed
3 events
- Jul 1, 2024Assets changedThe Rumpke Consolidated Companies, Inc. & Affiliates Defined Benefit Pension Plan plan assets $61M -> $74M (+21.4%, 2023-07-01 to 2024-07-01)
- Jun 30, 2024Assets changedThe Rumpke Consolidated Companies, Inc. & Affiliates Defined Benefit Pension Plan total assets $61M -> $74M (+21.4%, 2023-06-30 to 2024-06-30)
- Jul 1, 2023Assets changedThe Rumpke Consolidated Companies, Inc. & Affiliates Defined Benefit Pension Plan plan assets $55M -> $61M (+10.2%, 2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 311247560-002
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.