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 Income Plan for Employees of Ahf, LLC
Corporate pensionMountville, PA
Assets
$10.0M
Total assets, Dec 31, 2024 reported
Funded
82.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: AHF, LLC DBA Ahf Products
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Registered investment companies 96.2%
Consultants and advisers
4 firms
- Creative Planning Investment adviser (plan)through Dec 31, 2022 Form 5500
- Transamerica Retirement Solutions Actuarythrough Dec 31, 2024 Form 5500
- Transamerica Actuarythrough Dec 31, 2024 Form 5500
- Principal Financial Group Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Principal3 rows, latest Dec 31, 2023
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | Prin Largecap Growth I Sa-Zseparate account | Principal | Pooled vehicles | $1.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $103,814 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Largecap Growth I Sa-Zseparate account | Principal | Pooled vehicles | $877,480 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$18,750 (2023-12) · $12,500 (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 | 351 | $9.6M | $11.9M | 82.6% | $10.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 374 | $9.0M | $11.9M | 80.0% | $9.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 394 | $12.4M | $11.3M | 94.5% | $9.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $45,778 PY2024
- Creative Planning codes 27 50 $31,250 PY2024
- Principal Life Insurance Company codes 13 50 64 $20,470 PY2024
- Prin Largecap Growth I Sa-Z Sched. D P PY2024
- Transamerica codes 11 PY2024
- Principal Life Insurance Company codes 13 50 64 $79,091 PY2023
- Creative Planning codes 27 50 $18,750 PY2023
- Prin Liquid Assets Sep Acct-Z Sched. D P PY2023
- Prin Largecap Growth I Sa-Z Sched. D P $1.0M PY2023
- Principal Financial Group codes 11 PY2023
- Principal Life Insurance Company codes 13 50 64 $86,200 PY2022
- Creative Planning codes 27 50 $12,500 PY2022
- Prin Liquid Assets Sep Acct-Z Sched. D P $103,814 PY2022
- Prin Largecap Growth I Sa-Z Sched. D P $877,480 PY2022
- Principal Financial Group codes 11 PY2022
What changed
5 events
- Dec 31, 2024Manager relationship startedTransamerica Retirement Solutions appears on Retirement Income Plan for Employees of Ahf, LLC's Schedule C as investment manager (plan year 2024 vs 2023)with Transamerica Retirement Solutionsaskebsa.dol.gov
- Jan 1, 2024Funded status changedRetirement Income Plan for Employees of Ahf, LLC funded ratio 80.0% -> 82.6% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceRetirement Income Plan for Employees of Ahf, LLC no longer reports Prin Liquid Assets Sep Acct-Z (Principal) (last held $103,814 at 2022-12-31; absent from the 2023-12-31 filing)with Principalaskebsa.dol.gov
- Jan 1, 2023Funded status changedRetirement Income Plan for Employees of Ahf, LLC funded ratio 94.5% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Income Plan for Employees of Ahf, LLC plan assets $12M -> $9M (-28.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 620435299-002
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.