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

Buffalo Crushed Stone, Inc. Retirement Plan for Hourly Paid Employees

Corporate pensionNew Enterprise, PA

Assets

$4.1M

Total assets, Dec 31, 2023 reported

Funded

98.4%

Jan 1, 2023

Private markets target

n/a

policy Dec 31, 2023

Commitments

none on the tape

Plan sponsor: New Enterprise Stone & Lime Co., Inc.

Allocation policy

Form 5500, as of Dec 31, 2023

Actual allocation lines without a target (as filed)

Interest-bearing cash 2.6%
Common/collective trusts 77.1%
Registered investment companies 17.3%

Consultants and advisers

2 firms

Principal Trust Co. Trusteethrough Dec 31, 2022 Form 5500
USI Consulting Group 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

25 rows, 0 dated closings

Disclosed holdings (from the plan’s performance or holdings report, as of the report date)

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2023	Allspring Core Bond Cit Fcollective trust	Allspring	Fixed income	$368,357 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/ab Large Cap Growth Cit Ncollective trust	Principal Financial Group	Public equity	$193,195 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/mfs Value Cit Fcollective trust	Principal Financial Group	Pooled vehicles	$154,813 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Pfg/multi-Manager Small Cap Cit Ncollective trust	Principal Financial Group	Public equity	$193,227 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/t. Rowe Price Institutioncollective trust	Principal Financial Group	Pooled vehicles	$155,871 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/trp Inst Lcg Mgd Cit Fcollective trust	Principal Financial Group	Pooled vehicles	$192,035 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/blackrock S&p Mc Indx Citcollective trust	Principal Financial Group	Pooled vehicles	$336,280 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/blackrock S&p 500 Indexcollective trust	Principal Financial Group	Pooled vehicles	$503,872 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/causeway International Vacollective trust	Principal Financial Group	Pooled vehicles	$145,276 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/dodge & Cox Intermediatecollective trust	Principal Financial Group	Pooled vehicles	$369,449 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Pfg/federated Total Return Bond Citcollective trust	Principal Financial Group	Fixed income	$367,929 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/blackrock Intl Eqty Indexcollective trust	Principal Financial Group	Pooled vehicles	$194,505 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Allspring Growth Cit Ncollective trust	Allspring	Pooled vehicles	$86,664 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Allspring Core Bond Cit Fcollective trust	Allspring	Fixed income	$418,367 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal/mfs Value Cit Fcollective trust	Principal Financial Group	Pooled vehicles	$178,062 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Pfg/multi-Manager Small Cap Cit Ncollective trust	Principal Financial Group	Public equity	$221,517 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal/t. Rowe Price Institutioncollective trust	Principal Financial Group	Pooled vehicles	$178,230 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal/trp Inst Lcg Mgd Cit Fcollective trust	Principal Financial Group	Pooled vehicles	$173,462 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal/blackrock S&p Mc Indx Citcollective trust	Principal Financial Group	Pooled vehicles	$388,262 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal/blackrock S&p 500 Indexcollective trust	Principal Financial Group	Pooled vehicles	$576,358 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal/causeway International Vacollective trust	Principal Financial Group	Pooled vehicles	$171,136 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal/dodge & Cox Intermediatecollective trust	Principal Financial Group	Pooled vehicles	$419,241 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Pfg/federated Total Return Bond Citcollective trust	Principal Financial Group	Fixed income	$418,950 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Voya Large Cap Growth Cit Ncollective trust	Principal Financial Group	Public equity	$169,529 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal/blackrock Intl Eqty Indexcollective trust	Principal Financial Group	Pooled vehicles	$226,585 held	Disclosed holding	askebsa.dol.gov

Size and funding

22 readings

Total assets

$4.1M Dec 31, 2023 reported Form 5500

$4.6M (2022-12)

Plan assets

$4.6M Jan 1, 2023 reported Form 5500

$5.9M (2022-01)

Net assets

$4.1M Dec 31, 2023 reported Form 5500

$4.6M (2022-12)

Funded ratio

98.4% Jan 1, 2023 reported Form 5500

107.1% (2022-01)

Funding target

$5.1M Jan 1, 2023 reported Form 5500

$5.1M (2022-01)

Discount rate

5.31% Jan 1, 2023 reported Form 5500

5.48% (2022-01)

Participants

116 Jan 1, 2023 reported Form 5500

121 (2022-01)

Contributions

$121,796 Dec 31, 2023 reported Form 5500

$0 (2022-12)

Benefits paid

$1.1M Dec 31, 2023 reported Form 5500

$311,239 (2022-12)

Net investment income

$-456,957 Dec 31, 2023 reported Form 5500

$-1.3M (2022-12)

Investment management fees

$0 Dec 31, 2023 reported Form 5500

$0 (2022-12)

Form 5500 filings

2 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2023 to Dec 31, 2023	116	$4.6M	$5.1M	98.4%	$4.1M	$0	$0	$0
2022 to Dec 31, 2022	121	$5.9M	$5.1M	107.1%	$4.6M	$0	$0	$0

Service providers and investment entities as filed (Schedule C and D, latest year first)

USI Consulting Group codes 11 $30,275 PY2023
Principal Trust Company codes 21 50 62 $22,601 PY2023
BDO USA, LLP codes 10 $15,000 PY2023
Principal/mfs Value Cit N Sched. D C $154,813 PY2023
Principal/multi-Manager Small Cap Sched. D C $193,227 PY2023
Pr/tr Price Instl Eq Income Mnged Sched. D C $155,871 PY2023
Pr/tr Price Instl Lg-Cap Gwth Mnged Sched. D C $192,035 PY2023
Pr/blackrock S&p Midcap Index Cit N Sched. D C $336,280 PY2023
Pr/blackrock S&p 500 Index Cit N Sched. D C $503,872 PY2023
Pr/causeway International Value Cit Sched. D C $145,276 PY2023
Pr/dodge & Cox Intermediate Bd Cit Sched. D C $369,449 PY2023
Pr/federated Total Return Bond Sched. D C $367,929 PY2023
Pr/blackrock Int'l Equity Cit N Sched. D C $194,505 PY2023
Pr/voya Large Cap Growth Sched. D C PY2023
Allspring Growth Cit N Sched. D C PY2023
Allspring Core Bond Cit N Sched. D C $368,357 PY2023
Principal/ab Large Cap Growth Cit N Sched. D C $193,195 PY2023
USI Consulting Group codes 11 PY2023
Principal Trust Company codes 21 50 62 $23,931 PY2022
USI Consulting Group codes 11 $9,350 PY2022
Principal/mfs Value Cit N Sched. D C $178,062 PY2022
Principal/multi-Manager Small Cap Sched. D C $221,517 PY2022
Pr/tr Price Instl Eq Income Mnged Sched. D C $178,230 PY2022
Pr/tr Price Instl Lg-Cap Gwth Mnged Sched. D C $173,462 PY2022
Pr/blackrock S&p Midcap Index Cit N Sched. D C $388,262 PY2022
Pr/blackrock S&p 500 Index Cit N Sched. D C $576,358 PY2022
Pr/causeway International Value Cit Sched. D C $171,136 PY2022
Pr/dodge & Cox Intermediate Bd Cit Sched. D C $419,241 PY2022
Pr/federated Total Return Bond Sched. D C $418,950 PY2022
Pr/voya Large Cap Growth Sched. D C $169,529 PY2022
Pr/blackrock Int'l Equity Cit N Sched. D C $226,585 PY2022
Allspring Core Bond Cit N Sched. D C $418,367 PY2022
Allspring Growhth Cit N Sched. D C $86,664 PY2022
USI Consulting Group codes 11 PY2022

What changed

5 events

Dec 31, 2023Holding started
Buffalo Crushed Stone, Inc. Retirement Plan for Hourly Paid Employees first reports an interest in Principal/ab Large Cap Growth Cit N: $193,195 at 2023-12-31
with Principal/ab Large Cap Growth Cit Naskebsa.dol.gov
Dec 31, 2023Holding endedinference
Buffalo Crushed Stone, Inc. Retirement Plan for Hourly Paid Employees no longer reports Allspring Growth Cit N (last held $86,664 at 2022-12-31; absent from the 2023-12-31 filing)
with Allspring Growth Cit Naskebsa.dol.gov
Dec 31, 2023Holding endedinference
Buffalo Crushed Stone, Inc. Retirement Plan for Hourly Paid Employees no longer reports Voya Large Cap Growth Cit N (last held $169,529 at 2022-12-31; absent from the 2023-12-31 filing)
with Voya Large Cap Growth Cit Naskebsa.dol.gov
Jan 1, 2023Funded status changed
Buffalo Crushed Stone, Inc. Retirement Plan for Hourly Paid Employees funded ratio 107.1% -> 98.4% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
Buffalo Crushed Stone, Inc. Retirement Plan for Hourly Paid Employees plan assets $6M -> $5M (-21.8%, 2022-01-01 to 2023-01-01)
askebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Provenance

Identifiers: EIN-PN 231374051-003

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.