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
Dinsmore & Shohl LLP Cash Balance Plan
Corporate pensionCincinnati, OH
Assets
$23.7M
Total assets, Dec 31, 2024 reported
Funded
118.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: Dinsmore & Shohl LLP
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.0%
- Common/collective trusts 100.0%
Consultants and advisers
4 firms
- Fidelity Investments Trusteethrough Dec 31, 2024 Form 5500
- Fidelity Investments Actuarythrough Dec 31, 2024 Form 5500
- Fifth Third Bank Trusteethrough Dec 31, 2023 Form 5500
- 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
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Fidelity Institutional Asset Mgmt1 rows, latest Dec 31, 2024
Commitments
1 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, 2024 | Fiam 30/70 Pool acollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $23.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 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 | 258 | $19.8M | $16.7M | 118.8% | $23.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 275 | $15.6M | $13.3M | 117.4% | $19.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 257 | $14.7M | $12.5M | 117.3% | $15.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- FID Inv Inst Ops Co codes 21 64 65 $89,646 PY2024
- October Three Consulting LLC codes 11 50 $25,530 PY2024
- Fifth Third Bank codes 21 50 $2,525 PY2024
- Fiam Group Trust 30/70 Comm Pool Sched. D C $23.7M PY2024
- Fidelity Investments codes 11 PY2024
- October Three Consulting LLC codes 11 50 $101,776 PY2023
- Fifth Third Bank codes 21 50 $11,383 PY2023
- October Three Consulting LLC codes 11 PY2023
- October Three Consulting LLC codes 11 50 $84,169 PY2022
- October Three Consulting LLC codes 11 PY2022
What changed
3 events
- Dec 31, 2024Assets changedDinsmore & Shohl LLP Cash Balance Plan total assets $20M -> $24M (+19.7%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedDinsmore & Shohl LLP Cash Balance Plan plan assets $16M -> $20M (+26.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedDinsmore & Shohl LLP Cash Balance Plan total assets $16M -> $20M (+26.7%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 310263070-004
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.