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
Engineered Profiles LLC Retirement Plan
Corporate pensionColumbus, OH
Assets
$4.2M
Total assets, Jun 30, 2025 reported
Funded
104.4%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: Engineered Profiles LLC
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 98.7%
Consultants and advisers
3 firms
- Fifth Third Bank Custodianthrough Jun 30, 2023 Form 5500
- Cbiz Actuarythrough Jun 30, 2023 Form 5500
- Cbiz Retirement Plan Advisory Services Actuarythrough 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
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 | 130 | $7.0M | $6.0M | 104.4% | $4.2M | $0 | $0 | $0 |
| 2023 to Jun 30, 2024 | 137 | $6.7M | $7.2M | 94.4% | $7.0M | $0 | $0 | $0 |
| 2022 to Jun 30, 2023 | 147 | $6.8M | $7.0M | 100.7% | $6.7M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Cbiz codes 11 $97,426 PY2024
- Fifth Third Bank codes 18 $30,769 PY2024
- Cbiz Retirement Plan Services codes 11 PY2024
- Fifth Third Bank codes 18 $42,942 PY2023
- Cbiz codes 11 $27,905 PY2023
- Cbiz Retirement Plan Services codes 11 PY2023
- Fifth Third Bank codes 18 $39,590 PY2022
- Cbiz codes 11 $23,374 PY2022
- Cbiz Retirement Plan Services codes 11 PY2022
What changed
3 events
- Jun 30, 2025Assets changedEngineered Profiles LLC Retirement Plan total assets $7M -> $4M (-40.2%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Funded status changedEngineered Profiles LLC Retirement Plan funded ratio 94.4% -> 104.4% (2023-07-01 to 2024-07-01)
- Jul 1, 2023Funded status changedEngineered Profiles LLC Retirement Plan funded ratio 100.7% -> 94.4% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 311669463-002
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.