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
Lasko Products, Inc. Consolidated Retirement Plan
Corporate pensionWest Chester, PA
Assets
$379,932
Total assets, Dec 31, 2023 reported
Funded
107.0%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2023
Commitments
1
none on the tape
Plan sponsor: Lasko Products, LLC
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 100.0%
Consultants and advisers
2 firms
- Comerica Bank Custodianthrough Dec 31, 2022 Form 5500
- Conrad Siegel Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Comerica Bank1 rows, latest Dec 31, 2023
From Schedule C (investment management, code 28)
- T Rowe Priceplan years 2022
- Putnam Investment , LLCplan years 2022
- Robert W. Baird & Co.plan years 2022
Commitments
1 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | Comerica Short-Term Fundcollective trust | Comerica Bank | Cash | $379,932 held | Disclosed holding | askebsa.dol.gov |
Size and funding
18 readings
Plan assets
Funded ratio
Funding target
Discount rate
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 116 | n/a | n/a | n/a | $379,932 | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 366 | $7.1M | $5.4M | 107.0% | $6.4M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Conrad Siegel codes 11 15 17 38 49 50 $97,657 PY2023
- Comerica Bank codes 19 21 49 50 59 62 72 99 $13,194 PY2023
- Short Term Fund Sched. D C $379,932 PY2023
- RSM US LLP codes 10 49 $12,973 PY2022
- Comerica Bank codes 19 21 49 50 59 62 72 99 $10,236 PY2022
- Conrad Siegel codes 11 15 17 38 49 50 $2,737 PY2022
- Putnam Investment , LLC codes 28 52 PY2022
- Robert W. Baird & Co. Incorporated codes 28 52 PY2022
- T. Rowe Price Associates, Inc. codes 28 52 PY2022
- Short Term Fund Sched. D C $-3.6M PY2022
- Conrad Siegel codes 11 PY2022
What changed
4 events
- Dec 31, 2023Manager relationship endedinferencePutnam Investment , LLC no longer appears on Lasko Products, Inc. Consolidated Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Putnam Investment , LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceRobert W. Baird & Co. Incorporated no longer appears on Lasko Products, Inc. Consolidated Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Robert W. Baird & Co.askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceT. Rowe Price Associates, Inc. no longer appears on Lasko Products, Inc. Consolidated Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with T Rowe Priceaskebsa.dol.gov
- Dec 31, 2023Assets changedLasko Products, Inc. Consolidated Retirement Plan total assets $6M -> $379,932 (-94.0%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 231285318-003
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.