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
Liquid Transporters, Inc. Drivers & Shop Personnel Retirement Plan
Corporate pension
Assets
$2.3M
Total assets, Dec 31, 2023 reported
Funded
113.3%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: Trimac Transportation, Inc.
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 53.8%
- Registered investment companies 45.9%
Consultants and advisers
4 firms
- Algar Holdings Inc Pension consultantthrough Dec 31, 2023 Form 5500
- PNC Bank, National Association Custodianthrough Dec 31, 2022 Form 5500
- USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500
- Standard Retirement Services 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
22 readings
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 | 152 | $5.0M | $4.0M | 113.3% | $2.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 164 | $6.2M | $5.1M | 111.4% | $5.0M | 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 15 17 50 $46,838 PY2023
- PNC Bank, Na codes 19 28 50 51 52 $22,060 PY2023
- Frost Brown Todd LLP codes 29 50 $11,134 PY2023
- Algar Holdings Inc codes 17 50 $7,353 PY2023
- USI Consulting Group codes 11 PY2023
- PNC Bank, Na codes 19 28 50 51 52 $26,471 PY2022
- USI Consulting Group codes 11 15 17 50 $17,728 PY2022
- Standard Retirement Services codes 11 15 17 50 $13,625 PY2022
- HAM, Langston & Brezina, LLP codes 10 50 $11,350 PY2022
- USI Consulting Group codes 11 PY2022
What changed
4 events
- Dec 31, 2023Consultant changedinferenceAlgar Holdings Inc appears on Liquid Transporters, Inc. Drivers & Shop Personnel Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Algar Holdings Incaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceStandard Retirement Services no longer appears on Liquid Transporters, Inc. Drivers & Shop Personnel Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Standard Retirement Servicesaskebsa.dol.gov
- Dec 31, 2023Assets changedLiquid Transporters, Inc. Drivers & Shop Personnel Retirement Plan total assets $5M -> $2M (-53.6%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Assets changedLiquid Transporters, Inc. Drivers & Shop Personnel Retirement Plan plan assets $6M -> $5M (-20.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 610442341-004
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.