Buffalo Crushed Stone, Inc. Retirement Plan for Hourly Paid Employees
Corporate pension, based in New Enterprise, Pennsylvania, reporting $4.1M in assets, for 116 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, 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.
5 more managers and 22 more commitments
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- Principal/blackrock S&p 500 Index2 commitments
- Allspring Core Bond Cit F2 commitments
- Principal/blackrock S&p Mc Indx Cit2 commitments
Relationship network
42 connected entities25 observed commitments17 repeat counterparties13 dated commitments shown here, 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
- Interest-bearing cash 2.6%
- Common/collective trusts 77.1%
- Registered investment companies 17.3%
Consultants and advisers
- Principal Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Blackrock6 rows, latest Dec 31, 2023
- T Rowe Price4 rows, latest Dec 31, 2023
- Allspring3 rows, latest Dec 31, 2023
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- T. Rowe Price Trust Companyplan years
- Dodge & Coxplan years
- Causewayplan years
+6 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2023Holding startedBuffalo Crushed Stone, Inc. Retirement Plan for Hourly Paid Employees first reports an interest in Principal/ab Large Cap Growth Cit N: $193,195 at 2023-12-31with Principal/ab Large Cap Growth Cit Naskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceBuffalo 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 endedinferenceBuffalo 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 changedBuffalo Crushed Stone, Inc. Retirement Plan for Hourly Paid Employees funded ratio 107.1% -> 98.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedBuffalo Crushed Stone, Inc. Retirement Plan for Hourly Paid Employees plan assets $6M -> $5M (-21.8%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | Principal/blackrock S&p 500 Indexcollective trust | Blackrock | Pooled vehicles | $503,872 held | Disclosed holding | askebsa.dol.gov | |
| 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/blackrock S&p Mc Indx Citcollective trust | Blackrock | Pooled vehicles | $336,280 held | Disclosed holding | askebsa.dol.gov |
+22 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| 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 |
- 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
+31 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Buffalo Crushed Stone, Inc. Retirement Plan for Hourly Paid Employees sits on 6 traced paths of capital across the graphs.
DFX traced 6 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2023-12-31source on record
- Holding in a pooled vehicle ended2023-12-31source 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
+12 connections on the graph
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