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
Kleen-Rite Corporation Cash Balance Plan
Corporate pensionColumbia, PA
Assets
$5.7M
Total assets, Dec 31, 2024 reported
Funded
136.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Kleen-Rite Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Registered investment companies 100.0%
Consultants and advisers
3 firms
- American Portfolios Investment adviser (plan)through Dec 31, 2022 Form 5500
- October Three Consulting LLC Actuarythrough Dec 31, 2023 Form 5500
- The Retirement Advantage, Inc. Actuarythrough Dec 31, 2022 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
Net investment income
$789,999 (2023-12) · $162,096 (2022-12)
Investment management fees
$24,226 (2023-12) · $20,420 (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 | 164 | $5.3M | $3.2M | 136.1% | $5.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 159 | $4.5M | $2.8M | 130.6% | $5.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 148 | $4.4M | $2.4M | 140.4% | $4.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- American Portfolios codes 27 $28,673 PY2024
- October Three Consulting LLC codes 11 PY2024
- American Portfolios codes 27 $24,226 PY2023
- October Three Consulting LLC codes 11 PY2023
- American Portfolios codes 27 $20,420 PY2022
- The Retirement Advantage, Inc. codes 11 PY2022
What changed
4 events
- Jan 1, 2024Funded status changedKleen-Rite Corporation Cash Balance Plan funded ratio 130.6% -> 136.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedKleen-Rite Corporation Cash Balance Plan plan assets $5M -> $5M (+17.4%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedKleen-Rite Corporation Cash Balance Plan total assets $5M -> $5M (+17.4%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedKleen-Rite Corporation Cash Balance Plan funded ratio 140.4% -> 130.6% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 231712065-003
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.