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AllocatorsPlancorporate pension<100m

Carrier Process Equipment Group, Inc. Cash Balance Plan

Allocators

Louisville, KY

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:a0098bb2-7bc2-46f4-9e23-e367ea1d8add

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 3:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 6
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: $8.7Mlatest reading; see basis
Assets as of: Oct 31, 2025
Assets basis: REPORTED
Funded ratio: 95%
Participants: 354
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Oct 31, 2025
People: 0

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 10 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	7	$605,205	Oct 31, 2025	Derived
Registered investment companies	n/a	n/a	n/a	49	$4.2M	Oct 31, 2025	Derived
Common stock	n/a	n/a	n/a	44	$3.9M	Oct 31, 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
Trinity Pension Consultants, Inc.	actuary	Nov 1, 2022	Oct 31, 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
Northwestern Mutual	Investment management	Nov 1, 2022	Oct 31, 2023	no	fact

Relationships

Sponsors (1)

← Carrier Process Equipment Group, Inc.Plan sponsorPlan sponsor
Nov 1, 2022 to presentfactForm 5500

Advised by (1)

→ Trinity Pension Consultants, Inc.Investment consultantactuary
Nov 1, 2022 to Oct 31, 2023factForm 5500

Manages for (1)

← Northwestern MutualManager with allocator capitalInvestment management
Nov 1, 2022 to Oct 31, 2023factForm 5500

Dated events

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

Show 6 bookkeeping events

Occurred
Oct 31, 2025
Carrier Process Equipment Group, Inc. Cash Balance Plan total assets $7M -> $9M (+31.3%, 2024-10-31 to 2025-10-31)
Occurred
Nov 1, 2024
Carrier Process Equipment Group, Inc. Cash Balance Plan plan assets $5M -> $7M (+33.1%, 2023-11-01 to 2024-11-01)
Occurred
Nov 1, 2024
Carrier Process Equipment Group, Inc. Cash Balance Plan funded ratio 87.0% -> 95.1% (2023-11-01 to 2024-11-01)
Occurred
Oct 31, 2024
Carrier Process Equipment Group, Inc. Cash Balance Plan total assets $5M -> $7M (+32.4%, 2023-10-31 to 2024-10-31)
Occurred
Nov 1, 2023
Carrier Process Equipment Group, Inc. Cash Balance Plan plan assets $4M -> $5M (+29.6%, 2022-11-01 to 2023-11-01)
Occurred
Nov 1, 2023
Carrier Process Equipment Group, Inc. Cash Balance Plan funded ratio 83.0% -> 87.0% (2022-11-01 to 2023-11-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:a0098bb2-7bc2-46f4-9e23-e367ea1d8add
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 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.

Carrier Process Equipment Group, Inc. Cash Balance Plan

Allocators

Louisville, KY

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:a0098bb2-7bc2-46f4-9e23-e367ea1d8add

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$605,205

Oct 31, 2025

Derived

Registered investment companies

n/a

$4.2M

Oct 31, 2025

Derived

Common stock

n/a

$3.9M

Oct 31, 2025

Derived

Consultant

Role

From

Current

Evidence

Source

Trinity Pension Consultants, Inc.

actuary

Nov 1, 2022

Oct 31, 2023

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Northwestern Mutual

Investment management

Nov 1, 2022

Oct 31, 2023

fact