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
Retirement Plan for Employees of the Polarware Company
Corporate pensionSheboygan, WI
Assets
$3.9M
Total assets, Dec 31, 2024 reported
Funded
143.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: The Vollrath Company LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.5%
- Registered investment companies 99.4%
Consultants and advisers
3 firms
- Alpha Investing Consulting Group Investment adviser (plan)through Dec 31, 2024 Form 5500
- Alpha Investment Consultant Group Investment adviser (plan)through Dec 31, 2022 Form 5500
- PWC US Consulting LLP 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
30 readings
Net investment income
$261,271 (2023-12) · $-897,439 (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 | 113 | $3.7M | $2.6M | 143.5% | $3.9M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 114 | $3.4M | $2.6M | 131.4% | $3.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 118 | $4.3M | $2.7M | 157.9% | $3.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- OLD National Bank codes 26 $6,246 PY2024
- Alpha Investing Consulting Group codes 27 $849 PY2024
- PWC US Consulting LLP codes 11 PY2024
- BMO Retirement Service codes 26 $7,852 PY2023
- Alpha Investing Consulting Group codes 27 $1,352 PY2023
- Old National Bank codes 26 $544 PY2023
- PWC US Consulting LLP codes 11 PY2023
- BMO Retirement Service codes 26 $10,518 PY2022
- Alpha Investing Consulting Group codes 27 $845 PY2022
- PWC US Consulting LLP codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedRetirement Plan for Employees of the Polarware Company funded ratio 131.4% -> 143.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedRetirement Plan for Employees of the Polarware Company funded ratio 157.9% -> 131.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan for Employees of the Polarware Company plan assets $4M -> $3M (-20.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 391859733-016
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.