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
Rndc Hourly Warehousemen & Drivers Pension Plan
Corporate pensionIndianapolis, IN
Assets
$33.9M
Total assets, Jun 30, 2025 reported
Funded
111.4%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: National Wine & Spirits, Inc.
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.5%
- Non-interest-bearing cash 0.6%
- Registered investment companies 97.3%
Consultants and advisers
4 firms
- Axia Advisory Corporation Investment adviser (plan)through Jun 30, 2023 Form 5500
- Charles Schwab Bank Trusteethrough Jun 30, 2025 Form 5500
- USI Consulting Group Actuarythrough Jun 30, 2023 Form 5500
- Charles Schwab Trust Trusteethrough 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
$29,120 (2024-06) · $27,201 (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 | 481 | $30.3M | $27.2M | 111.4% | $33.9M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 544 | $26.8M | $27.4M | 97.7% | $30.3M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 543 | $23.0M | $25.2M | 91.4% | $26.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- USI Consulting Group codes 11 50 $37,688 PY2024
- Axia Advisory Corporatoin codes 27 50 $29,809 PY2024
- Charles Schwab Bank codes 21 25 50 $19,802 PY2024
- Katz, Sapper & Miller codes 10 $17,500 PY2024
- USI Consulting Group codes 11 PY2024
- USI Consulting Group codes 11 50 $72,412 PY2023
- Axia Advisory Corporatoin codes 27 50 $29,120 PY2023
- Charles Schwab Bank codes 21 25 50 $17,959 PY2023
- Katz, Sapper & Miller codes 10 $16,500 PY2023
- USI Consulting Group codes 11 PY2023
- USI Consulting Group codes 11 50 $35,500 PY2022
- Axia Advisory Corporatoin codes 27 50 $27,201 PY2022
- Katz, Sapper & Miller codes 10 $18,500 PY2022
- Charles Schwab Bank codes 21 25 50 $16,453 PY2022
- USI Consulting Group codes 11 PY2022
What changed
6 events
- Jun 30, 2025Assets changedRndc Hourly Warehousemen & Drivers Pension Plan total assets $30M -> $34M (+11.9%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Funded status changedRndc Hourly Warehousemen & Drivers Pension Plan funded ratio 97.7% -> 111.4% (2023-07-01 to 2024-07-01)
- Jul 1, 2024Assets changedRndc Hourly Warehousemen & Drivers Pension Plan plan assets $27M -> $30M (+13.3%, 2023-07-01 to 2024-07-01)
- Jun 30, 2024Assets changedRndc Hourly Warehousemen & Drivers Pension Plan total assets $27M -> $30M (+13.3%, 2023-06-30 to 2024-06-30)
- Jul 1, 2023Funded status changedRndc Hourly Warehousemen & Drivers Pension Plan funded ratio 91.4% -> 97.7% (2022-07-01 to 2023-07-01)
- Jul 1, 2023Assets changedRndc Hourly Warehousemen & Drivers Pension Plan plan assets $23M -> $27M (+16.2%, 2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 352064429-003
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.