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
Alixpartners, LLP Cash Balance Plan
Corporate pensionSouthfield, MI
Assets
$73.3M
Total assets, Dec 31, 2024 reported
Funded
110.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Alixpartners, LLP
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Registered investment companies 81.2%
Consultants and advisers
1 firms
- October Three Consulting LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Bellwether Consulting Incplan years 2024
- Vanguardplan years 2022
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
32 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 Dec 31, 2024 | 197 | $65.1M | $59.1M | 110.3% | $73.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 196 | $52.9M | $44.3M | 119.3% | $65.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 184 | $55.1M | $45.5M | 121.1% | $53.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Vanguard codes 15 28 $99,587 PY2024
- Plante & Moran PLLC codes 10 $22,500 PY2024
- Bellwether Consulting LLC codes 28 $19,899 PY2024
- October Three Consulting LLC codes 11 PY2024
- Vanguard codes 15 28 $95,137 PY2023
- Plante & Moran PLLC codes 10 $19,000 PY2023
- October Three Consulting LLC codes 11 PY2023
- Vanguard codes 28 $88,863 PY2022
- October Three Consulting LLC codes 11 PY2022
What changed
5 events
- Dec 31, 2024Manager relationship startedBellwether Consulting LLC appears on Alixpartners, LLP Cash Balance Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Bellwether Consulting Incaskebsa.dol.gov
- Dec 31, 2024Assets changedAlixpartners, LLP Cash Balance Plan total assets $65M -> $73M (+12.3%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedAlixpartners, LLP Cash Balance Plan funded ratio 119.3% -> 110.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedAlixpartners, LLP Cash Balance Plan plan assets $53M -> $65M (+23.0%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedAlixpartners, LLP Cash Balance Plan total assets $53M -> $65M (+23.0%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 383637158-004
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.