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
Rudd Equipment Co. , Inc. Restated Employees' Defined Benefit Plan
Corporate pensionLouisville, KY
Assets
$3.4M
Total assets, Dec 31, 2024 reported
Funded
100.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Rudd Equipment Company, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 99.2%
- Registered investment companies 0.0%
Consultants and advisers
4 firms
- Sterling Capital Management LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Mcgriff, a Marsh & Mclennan Company Actuarythrough Dec 31, 2024 Form 5500
- Truist Bank Trusteethrough Dec 31, 2022 Form 5500
- Mcgriff Insurance 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
33 readings
Investment management fees
$90,780 (2023-12) · $99,296 (2022-12)
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 Dec 31, 2024 | 376 | $27.6M | $26.8M | 100.3% | $3.4M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 380 | $25.5M | $27.1M | 98.2% | $27.6M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 383 | $31.7M | $27.0M | 105.0% | $25.5M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Sterling Capital Management LLC codes 27 $90,340 PY2024
- Truist Bank codes 21 $39,076 PY2024
- Mcgriff, a Marsh & Mclennan Company codes 11 PY2024
- Sterling Capital Management LLC codes 27 $90,780 PY2023
- Truist Bank codes 21 $49,784 PY2023
- Mcgriff Insurance Services, LLC codes 11 PY2023
- Sterling Capital Management LLC codes 27 $99,296 PY2022
- Truist Bank codes 21 $55,850 PY2022
- Mcgriff Insurance Services, Inc. codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedRudd Equipment Co. , Inc. Restated Employees' Defined Benefit Plan total assets $28M -> $3M (-87.8%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedRudd Equipment Co. , Inc. Restated Employees' Defined Benefit Plan funded ratio 98.2% -> 100.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedRudd Equipment Co. , Inc. Restated Employees' Defined Benefit Plan funded ratio 105.0% -> 98.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRudd Equipment Co. , Inc. Restated Employees' Defined Benefit Plan plan assets $32M -> $26M (-19.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 610445955-001
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.