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
Star One Credit Union Retirement Plan
Corporate pensionSunnyvale, CA
Assets
$75.9M
Total assets, Dec 31, 2024 reported
Funded
123.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Star One Credit Union
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.5%
- Registered investment companies 99.5%
Consultants and advisers
4 firms
- Taddei, Ludwig & Associates Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Stancorp Financial Group Actuarythrough Dec 31, 2022 Form 5500
- Reliance Trust Company Custodianthrough Dec 31, 2022 Form 5500
- Standard Retirement Services 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
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 | 209 | $72.3M | $57.6M | 123.2% | $75.9M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 217 | $63.1M | $53.8M | 125.6% | $72.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 217 | $74.9M | $48.7M | 142.6% | $63.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Stancorp Financial Group codes 11 12 15 18 50 $145,220 PY2024
- Taddei, Ludwig & Associates Inc. codes 27 70 $57,572 PY2024
- Reliance codes 19 PY2024
- Standard Retirement Services, Inc. codes 11 PY2024
- Stancorp Financial Group codes 11 12 15 18 50 $126,686 PY2023
- Taddei, Ludwig & Associates Inc. codes 27 70 $52,369 PY2023
- Reliance codes 19 PY2023
- Standard Retirement Services, Inc. codes 11 PY2023
- Stancorp Financial Group codes 11 12 15 18 50 $132,629 PY2022
- Taddei, Ludwig & Associates Inc. codes 27 70 $55,101 PY2022
- Reliance codes 19 PY2022
- Standard Retirement Services, Inc. codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedStar One Credit Union Retirement Plan funded ratio 125.6% -> 123.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedStar One Credit Union Retirement Plan plan assets $63M -> $72M (+14.6%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedStar One Credit Union Retirement Plan total assets $63M -> $72M (+14.8%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedStar One Credit Union Retirement Plan funded ratio 142.6% -> 125.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedStar One Credit Union Retirement Plan plan assets $75M -> $63M (-15.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 946069237-002
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.