Retirement Plan for Employees of King Kullen
Corporate pension, based in Hauppauge, New York, reporting $65.9M in assets, for 457 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, PKS Financial Services Inc. appears on Retirement Plan for Employees of King Kullen's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
6 more commitments
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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Capital path
who backs this record, through what, into what; each name opens its own path- Massmutual Mid Cap Growth I3 commitments
- Mass Mutual Core Bond I3 commitments
- Fidelity 500 Index3 commitments
- Vanguard3 commitments
Relationship network
28 connected entities9 observed commitments4 repeat counterpartiescommitments 2023 to 2025
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
- Fund or vehicle
- 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
- Insurance company general account 0.0%
- Pooled separate accounts 100.0%
Consultants and advisers
- PKS Financial Services Inc. Investment adviser (plan)through Sep 30, 2025 Form 5500
- Summit Financial Corporation Investment adviser (plan)through Sep 30, 2025 Form 5500
- Milliman, Inc. Actuarythrough Sep 30, 2023 Form 5500
People
Manager roster
What changed
- Dec 31, 2024Consultant changedinferencePKS Financial Services Inc. appears on Retirement Plan for Employees of King Kullen's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with PKS Financial Services Inc.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceSummit Financial LLC appears on Retirement Plan for Employees of King Kullen's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Summit Financial Corporationaskebsa.dol.gov
- Oct 1, 2024Assets changedRetirement Plan for Employees of King Kullen plan assets $60M -> $66M (+10.6%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedRetirement Plan for Employees of King Kullen total assets $60M -> $66M (+10.6%, 2023-09-30 to 2024-09-30)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Massmutual Mid Cap Growth Iseparate account | Mass Mutual | Pooled vehicles | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Mass Mutual Core Bond Iseparate account | Mass Mutual | Fixed income | $4.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Fidelity 500 Indexseparate account | Vanguard | Pooled vehicles | $6.9M held | Disclosed holding | askebsa.dol.gov |
+6 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 Sep 30, 2025 | 457 | $66.4M | $63.0M | 80.0% | $65.9M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 467 | $60.0M | $65.6M | 80.0% | $66.4M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 539 | $61.6M | $67.7M | 80.5% | $60.1M | Not disclosed | Not disclosed | Not disclosed |
- PKS Financial Services Inc. codes 27 $108,761 PY2024
- Summit Financial LLC codes 27 $75,475 PY2024
- Penchecks Trust codes 13 $14,852 PY2024
+54 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Retirement Plan for Employees of King Kullen sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
- Total assets changed2024-10-01source on record
+1 more change 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
+5 connections on the graph
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