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AllocatorsPlancorporate pension<100m

Retirement Plan for Employees of King Kullen

Allocators

Hauppauge, NY

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:86741e8f-deac-4d49-bdea-2a2265d436db

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 1:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $65.9Mlatest reading; see basis
Assets as of: Sep 30, 2025
Assets basis: REPORTED
Funded ratio: 80%
Participants: 457
Commitments: 9with an amount; holdings are counted apart
Managers: 1
Funds: 3
Re-ups: 0
First-time managers: 0
Latest commitment: Sep 30, 2025
Consultants: 2
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Sep 30, 2025
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Fidelity 500 Index	Vanguard	Pooled vehicle	$7.1M	Sep 30, 2024	Separate account	Dol form 5500 pension
Fidelity 500 Index	Vanguard	Pooled vehicle	$6.9M	Sep 30, 2025	Separate account	Dol form 5500 pension
Fidelity 500 Index	Vanguard	Pooled vehicle	$6.8M	Sep 30, 2023	Separate account	Dol form 5500 pension
Mass Mutual Core Bond I	n/a	Fixed income	$4.7M	Sep 30, 2024	Separate account	Dol form 5500 pension
Mass Mutual Core Bond I	n/a	Fixed income	$4.6M	Sep 30, 2025	Separate account	Dol form 5500 pension
Mass Mutual Core Bond I	n/a	Fixed income	$4.5M	Sep 30, 2023	Separate account	Dol form 5500 pension
Massmutual Mid Cap Growth I	n/a	Pooled vehicle	$1.4M	Sep 30, 2024	Separate account	Dol form 5500 pension
Massmutual Mid Cap Growth I	n/a	Pooled vehicle	$1.4M	Sep 30, 2025	Separate account	Dol form 5500 pension
Massmutual Mid Cap Growth I	n/a	Pooled vehicle	$1.2M	Sep 30, 2023	Separate account	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 6 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Insurance company general account	n/a	n/a	n/a	0	$10,024	Sep 30, 2025	Derived
Pooled separate accounts	n/a	n/a	n/a	100	$65.9M	Sep 30, 2025	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
PKS Financial Services Inc.	Investment adviser	Oct 1, 2024	Sep 30, 2025	no	fact	Dol form 5500 pension
Summit Financial Corporation	Investment adviser	Oct 1, 2024	Sep 30, 2025	no	fact	Dol form 5500 pension
Milliman, Inc.	actuary	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Vanguard	n/a	Sep 30, 2024	n/a	yes	fact

Relationships

Manages for (1)

← VanguardManager with allocator capital
Sep 30, 2024 to presentfactForm 5500

Sponsors (1)

← King Kullen Grocery Co.Plan sponsorPlan sponsor
Oct 1, 2022 to presentfactForm 5500

Advised by (3)

→ Milliman, Inc.Investment consultantactuary
Oct 1, 2022 to Sep 30, 2023factForm 5500
→ PKS Financial Services Inc.Investment consultantInvestment adviser
Oct 1, 2024 to Sep 30, 2025factForm 5500
→ Summit Financial CorporationInvestment consultantInvestment adviser
Oct 1, 2024 to Sep 30, 2025factForm 5500

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Consultant changed
PKS Financial Services Inc. appears on Retirement Plan for Employees of King Kullen's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
PKS Financial Services Inc.Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Consultant changed
Summit Financial LLC appears on Retirement Plan for Employees of King Kullen's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Summit Financial Corporation Form 5500observed 4 days ago

Show 2 bookkeeping events

Occurred
Oct 1, 2024
Retirement Plan for Employees of King Kullen plan assets $60M -> $66M (+10.6%, 2023-10-01 to 2024-10-01)
Occurred
Sep 30, 2024
Retirement Plan for Employees of King Kullen total assets $60M -> $66M (+10.6%, 2023-09-30 to 2024-09-30)

Provenance

Graph: Allocators
Canonical id: dfx:al:86741e8f-deac-4d49-bdea-2a2265d436db
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Retirement Plan for Employees of King Kullen

Allocators

Hauppauge, NY

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:86741e8f-deac-4d49-bdea-2a2265d436db

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Fidelity 500 Index

Vanguard

Pooled vehicle

$7.1M

Sep 30, 2024

Separate account

Dol form 5500 pension

Fidelity 500 Index

Vanguard

Pooled vehicle

$6.9M

Sep 30, 2025

Separate account

Dol form 5500 pension

Fidelity 500 Index

Vanguard

Pooled vehicle

$6.8M

Sep 30, 2023

Separate account

Dol form 5500 pension

Mass Mutual Core Bond I

n/a

Fixed income

$4.7M

Sep 30, 2024

Separate account

Dol form 5500 pension

Mass Mutual Core Bond I

n/a

Fixed income

$4.6M

Sep 30, 2025

Separate account

Dol form 5500 pension

Mass Mutual Core Bond I

n/a

Fixed income

$4.5M

Sep 30, 2023

Separate account

Dol form 5500 pension

Massmutual Mid Cap Growth I

n/a

Pooled vehicle

$1.4M

Sep 30, 2024

Separate account

Dol form 5500 pension

Massmutual Mid Cap Growth I

n/a

Pooled vehicle

$1.4M

Sep 30, 2025

Separate account

Dol form 5500 pension

Massmutual Mid Cap Growth I

n/a

Pooled vehicle

$1.2M

Sep 30, 2023

Separate account

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Insurance company general account

n/a

$10,024

Sep 30, 2025

Derived

Pooled separate accounts

n/a

100

$65.9M

Sep 30, 2025

Derived

Consultant

Role

From

Current

Evidence

Source

PKS Financial Services Inc.

Investment adviser

Oct 1, 2024

Sep 30, 2025

fact

Dol form 5500 pension

Summit Financial Corporation

Investment adviser

Oct 1, 2024

Sep 30, 2025

fact

Dol form 5500 pension

Milliman, Inc.

actuary

Oct 1, 2022

Sep 30, 2023

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Vanguard

n/a

Sep 30, 2024

n/a

yes

fact