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
Grefco Minerals Inc Pension Plan for Non-Salaried
Corporate pensionConshohocken, PA
Assets
$4.5M
Total assets, Dec 31, 2024 reported
Funded
120.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Grefco Minerals Inc Barbara Hladik
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.0%
- Registered investment companies 96.0%
Consultants and advisers
3 firms
- Definiti Retirement Plan Services Actuarythrough Dec 31, 2022 Form 5500
- Reliance Trust Company Trusteethrough Dec 31, 2022 Form 5500
- Definiti 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
29 readings
Net investment income
$324,676 (2023-12) · $-936,680 (2022-12)
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 | 140 | $4.1M | $3.4M | 120.2% | $4.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 140 | $4.0M | $3.4M | 114.2% | $4.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 150 | $4.9M | $3.9M | 125.6% | $4.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Definiti Retirement Plan Services codes 11 $20,275 PY2024
- Reliance Trust Company codes 21 $20,020 PY2024
- Morison Cogen codes 10 $13,500 PY2024
- Definiti LLC codes 11 PY2024
- Definiti Retirement Plan Services codes 11 $27,270 PY2023
- Morison Cogen codes 10 $13,000 PY2023
- Reliance Trust Company codes 21 $5,493 PY2023
- Definiti LLC codes 11 PY2023
- Definiti Retirement Plan Services codes 11 $25,515 PY2022
- Morison Cogen codes 10 $12,500 PY2022
- Reliance Trust Company codes 21 $9,062 PY2022
- Definiti LLC codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedGrefco Minerals Inc Pension Plan for Non-Salaried funded ratio 114.2% -> 120.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedGrefco Minerals Inc Pension Plan for Non-Salaried funded ratio 125.6% -> 114.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedGrefco Minerals Inc Pension Plan for Non-Salaried plan assets $5M -> $4M (-19.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 954554878-008
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.