Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.
Corporate pension, based in Wrightsville, Pennsylvania, reporting $11.7M in assets, for 408 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Baltimore Family Office LLC no longer appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2024 vs 2023).
2 more advisers and 18 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Relationship network
24 connected entities
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 0.3%
- Corporate debt instruments (other) 7.7%
- U.S. Government securities 2.5%
- Other investments 26.7%
- Registered investment companies 23.2%
- Common stock 37.1%
Consultants and advisers
- Baltimore Family Office LLC Investment adviser (plan)through Jun 30, 2024 Form 5500
- Biltmore Family Office LLC Investment adviser (plan)through Jun 30, 2023 Form 5500
- Fulton Financial Advisors Trusteethrough Jun 30, 2024 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Goldman Sachs Asset Managementplan years 2025
- Goldman Sachsplan years 2024
- Pimcoplan years 2024
+15 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Manager relationship endedinferenceBaltimore Family Office LLC no longer appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2024 vs 2023)with Baltimore Family Office LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceMatthews International Cap Mgmt LLC no longer appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2024 vs 2023)with Matthews International Cap Mgmt LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceT. Rowe Price Associates, Inc. no longer appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2024 vs 2023)with T Rowe Priceaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceVaneck Absolute Return Advisers Cor no longer appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)with Vaneck Absolute Return Advisers Coraskebsa.dol.gov
- Dec 31, 2023Manager relationship startedGoldman Sachs Asset LP appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)with Goldman Sachsaskebsa.dol.gov
+18 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 408 | $12.3M | $15.4M | 74.1% | $11.7M | $0 | $0 | $0 |
| 2023 to Jun 30, 2024 | 435 | $11.3M | $15.8M | 74.9% | $12.3M | $0 | $0 | $0 |
| 2022 to Jun 30, 2023 | 449 | $11.0M | $15.6M | 75.9% | $11.3M | $0 | $0 | $0 |
- Fulton Financial Advisors codes 21 25 27 28 50 $77,059 PY2024
- Conrad Siegel codes 11 15 17 38 49 50 $46,250 PY2024
- J.P. Morgan Investment Management, codes 28 52 PY2024
+33 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: fund commitments.
Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+20 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+24 connections on the graph
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