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
Kollsman, Inc. Defined Benefit Retirement Plan
Corporate pensionFort Worth, TX
Assets
$58.9M
Total assets, Dec 31, 2024 reported
Funded
94.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Elbitamerica, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.7%
- Registered investment companies 98.3%
Consultants and advisers
4 firms
- Fiducient Advisors LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2023 Form 5500
- Principal Spectrum Asset Management Trusteethrough Dec 31, 2023 Form 5500
- The Angell Pension Group, Inc. Actuarythrough Dec 31, 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
22 readings
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 Dec 31, 2024 | 634 | $56.2M | $59.6M | 94.3% | $58.9M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 709 | $53.5M | $63.2M | 84.2% | $56.2M | 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 $39,325 PY2024
- Whitley Penn LLP codes 10 $29,870 PY2024
- Fiducient Advisors LLC codes 27 $28,358 PY2024
- Principal Trust Company codes 21 24 60 64 99 $26,792 PY2024
- The Angell Pension Group, Inc. codes 11 PY2024
- The Angell Pension Group, Inc. codes 11 $52,272 PY2023
- Whitley Penn LLP codes 10 $22,660 PY2023
- The Northern Trust Company codes 21 24 60 64 99 $17,507 PY2023
- Fiducient Advisors LLC codes 27 $16,646 PY2023
- Principal Trust Company codes 21 24 60 64 99 $8,319 PY2023
- Coltv Short Term Invt Fd Sched. D C PY2023
- The Angell Pension Group, Inc. codes 11 PY2023
What changed
1 events
- Jan 1, 2024Funded status changedKollsman, Inc. Defined Benefit Retirement Plan funded ratio 84.2% -> 94.3% (2023-01-01 to 2024-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 510345236-002
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.