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.
unclassified
Empower Trust Company LLC
unclassified
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
No advisory client relationship on the tape.
Other roles
4 allocators
- Ibew 648 Pension Plan Trusteethrough Feb 28, 2023
- Pension Plan for Hourly Paid Employees of the Gallo Glass Company Actuarythrough Dec 31, 2022
- Gallo Pension Plan for Non-Union Employees Actuarythrough Dec 31, 2022
- Qualstar Credit Union Defined Benefit Plan Actuarythrough Dec 31, 2022
Schedule C rows
8 rows, $426,452 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Qualstar Credit Union Defined Benefit Plan | 2024 | 11 13 50 | NONE | $57,830 |
| Ibew 648 Pension Plan | 2024 | 21 | NONE | $37,852 |
| Qualstar Credit Union Defined Benefit Plan | 2023 | 11 13 50 | NONE | $47,734 |
| Ibew 648 Pension Plan | 2023 | 21 | NONE | $39,199 |
| Pension Plan for Hourly Paid Employees of the Gallo Glass Company | 2022 | 11 17 50 68 | ACTUARY | $119,937 |
| Qualstar Credit Union Defined Benefit Plan | 2022 | 11 13 50 | NONE | $47,261 |
| Gallo Pension Plan for Non-Union Employees | 2022 | 11 17 50 68 | ACTUARY | $46,890 |
| Ibew 648 Pension Plan | 2022 | 21 | NONE | $29,749 |
What changed
- Empower Retirement no longer appears on Gallo Pension Plan for Non-Union Employees's Schedule C as pension consultant (plan year 2023 vs 2022)with Empower Trust Company LLCaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencePension Plan for Hourly Paid Employees of the Gallo Glass CompanyEmpower Retirement no longer appears on Pension Plan for Hourly Paid Employees of the Gallo Glass Company's Schedule C as pension consultant (plan year 2023 vs 2022)with Empower Trust Company LLCaskebsa.dol.gov