Retirement Income Plan for Employees of Ahf, LLC
Corporate pension, based in Mountville, Pennsylvania, reporting $10.0M in assets, for 351 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Transamerica Retirement Solutions appears on Retirement Income Plan for Employees of Ahf, LLC's Schedule C as investment manager (plan year 2024 vs 2023).
1 more adviser
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Prin Largecap Growth I Sa-Z2 commitments
- Prin Liquid Assets Sep Acct-Z1 commitment
- Principal3 commitments
Relationship network
11 connected entities3 observed commitments2 repeat counterpartiescommitments 2022 to 2023
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Registered investment companies 96.2%
Consultants and advisers
- 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
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Principal3 rows, latest Dec 31, 2023
What changed
- 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)
Commitments
| 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
Form 5500 filings
| 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 | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 374 | $9.0M | $11.9M | 80.0% | $9.6M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 394 | $12.4M | $11.3M | 94.5% | $9.0M | Not disclosed | Not disclosed | Not disclosed |
- 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
+12 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Retirement Income Plan for Employees of Ahf, LLC sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Manager relationship started2024-12-31source on record
- Funded status changed2024-01-01source on record
- Holding in a pooled vehicle ended2023-12-31source on record
+2 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+5 connections on the graph
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