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 Plan for the Subsidiaries of Southside Bancshares, Inc.
Corporate pensionTyler, TX
Assets
$77.5M
Total assets, Dec 31, 2024 reported
Funded
101.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: Southside Bancshares, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.1%
- Common/collective trusts 97.9%
Consultants and advisers
3 firms
- Creative Planning Institutional Advisors, LLC General consultantthrough Dec 31, 2024 Form 5500
- Principal Financial Group Actuarythrough Dec 31, 2024 Form 5500
- Willis Towers Watson US 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
- Wells Fargo1 rows, latest Dec 31, 2024
Commitments
6 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 | Principal/blackrock Intl Eqty Indexcollective trust | Principal | Pooled vehicles | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 2000 Index Cit Ncollective trust | Principal | Pooled vehicles | $556,885 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Principal/blackrock S&p Mc Indx Citcollective trust | Principal | Pooled vehicles | $977,335 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Principal/blackrock S&p 500 Indexcollective trust | Principal | Pooled vehicles | $4.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Liability Driven Solution Cit Icollective trust | Wells Fargo | Pooled vehicles | $35.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Liability Driven Solution Cit IIcollective trust | Principal | Pooled vehicles | $33.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
28 readings
Contributions
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 | 286 | $81.6M | $71.5M | 101.8% | $77.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 297 | $76.7M | $72.7M | 100.1% | $81.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 302 | $97.4M | $70.2M | 101.5% | $76.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Life Insurance Company codes 13 50 $166,747 PY2024
- Sageview Advisory Group LLC codes 16 50 $36,057 PY2024
- Henry & Peters PC codes 10 50 $15,500 PY2024
- Willis Towers Watson US LLC codes 11 50 $14,655 PY2024
- Blackrock S&p 500 Index Sched. D C $4.0M PY2024
- Multi Man Liability Dr Sol II Sched. D C $33.3M PY2024
- Multi Man Liability Dr Sol I Sched. D C $35.5M PY2024
- Blackrock Intl Eq Ind Sched. D C $1.5M PY2024
- Blackrock Russell 2000 Sched. D C $556,885 PY2024
- Blackrock S&p Midcap I Sched. D C $977,335 PY2024
- Principal Financial Group codes 11 PY2024
- Willis Towers Watson US LLC codes 11 $68,995 PY2023
- Henry & Peters, P.C. codes 10 $15,000 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Willis Towers Watson US LLC codes 11 $56,040 PY2022
- Henry & Peters, P.C. codes 10 $13,000 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
2 events
- Dec 31, 2024Consultant changedinferenceSageview Advisory Group LLC appears on Retirement Plan for the Subsidiaries of Southside Bancshares, Inc.'s Schedule C as general consultant (plan year 2024 vs 2023)with Creative Planning Institutional Advisors, LLCaskebsa.dol.gov
- Jan 1, 2023Assets changedRetirement Plan for the Subsidiaries of Southside Bancshares, Inc. plan assets $97M -> $77M (-21.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 751848732-001
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.