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
Avox Systems Union Pension Plan
Corporate pensionLancaster, NY
Assets
$258,627
Total assets, Dec 31, 2024 reported
Funded
108.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Avox Systems Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.3%
Consultants and advisers
4 firms
- Alesco Advisors LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- USI Consulting Group Actuarythrough Dec 31, 2024 Form 5500
- Burke Group / Usi Consulting Group Actuarythrough Dec 31, 2023 Form 5500
- Burke Group 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
$35,928 (2023-12) · $39,117 (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 | 294 | $10.8M | $10.2M | 108.0% | $258,627 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 302 | $10.2M | $10.6M | 105.5% | $10.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 319 | $12.8M | $10.6M | 113.3% | $10.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Burke Group, Now Part of Usi codes 11 $205,984 PY2024
- Alesco Advisors codes 27 $19,023 PY2024
- Compass One codes 12 $10,981 PY2024
- USI Consulting Group codes 11 PY2024
- Burke Group codes 11 21 50 $53,965 PY2023
- Alesco Advisors codes 27 $35,928 PY2023
- Compass One codes 12 $12,737 PY2023
- Burke Group / Usi Consulting Group codes 11 PY2023
- Burke Group codes 11 21 50 $54,422 PY2022
- Alesco Advisors codes 27 $39,117 PY2022
- Compass One codes 12 $12,104 PY2022
- Burke Group codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedAvox Systems Union Pension Plan total assets $11M -> $258,627 (-97.6%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedAvox Systems Union Pension Plan funded ratio 105.5% -> 108.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedAvox Systems Union Pension Plan funded ratio 113.2% -> 105.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAvox Systems Union Pension Plan plan assets $13M -> $10M (-20.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 263112854-003
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.