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AllocatorsPlancorporate pension<100m

Pension Plan of Stein Seal Company

Allocators

Kulpsville, PA

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Search this name across graphsid dfx:al:b7d75877-7646-45b5-849b-1f855a42a17e

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 9:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 10
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: $4.0Mlatest reading; see basis
Assets as of: Oct 31, 2025
Assets basis: REPORTED
Funded ratio: 108%
Participants: 358
Commitments: 8with an amount; holdings are counted apart
Managers: 1
Funds: 4
Re-ups: 0
First-time managers: 0
Latest commitment: Oct 31, 2025
Consultants: 1
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Oct 31, 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
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$25.1M	Oct 31, 2024	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$20.8M	Oct 31, 2023	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$4.3M	Oct 31, 2024	Separate account	Dol form 5500 pension
Prin Fin Grp, Inc. Stock Sa-R6	Principal	Public equity	$2.1M	Oct 31, 2023	Separate account	Dol form 5500 pension
Prin Core Plus Bond Sep Acct-Z	Principal	Fixed income	$2.0M	Oct 31, 2024	Separate account	Dol form 5500 pension
Prin Fin Grp, Inc. Stock Sa-R6	Principal	Public equity	$1.7M	Oct 31, 2024	Separate account	Dol form 5500 pension
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$1.6M	Oct 31, 2025	Separate account	Dol form 5500 pension
Prin Core Plus Bond Sep Acct-Z	Principal	Fixed income	$1.1M	Oct 31, 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; 10 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	60	$2.4M	Oct 31, 2025	Derived
Pooled separate accounts	n/a	n/a	n/a	40	$1.6M	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
October Three Consulting LLC	Investment adviser	Nov 1, 2024	Oct 31, 2025	no	fact	Dol form 5500 pension
Principal Financial Group	actuary	Nov 1, 2022	Oct 31, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Stein Seal CompanyPlan sponsorPlan sponsor
Nov 1, 2022 to presentfactForm 5500

Advised by (2)

→ Principal Financial GroupInvestment consultantactuary
Nov 1, 2022 to Oct 31, 2023factForm 5500
→ October Three Consulting LLCInvestment consultantInvestment adviser
Nov 1, 2024 to Oct 31, 2025factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
October Three Consulting LLC appears on Pension Plan of Stein Seal Company's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
October Three Consulting LLC Form 5500observed 5 days ago
Occurred
Oct 31, 2024
Holding in a pooled vehicle started
Pension Plan of Stein Seal Company first reports an interest in Prin Liquid Assets Sep Acct-Z (Principal): $25M at 2024-10-31
Principal Form 5500observed 5 days ago
$25.1M

Show 8 bookkeeping events

Occurred
Oct 31, 2025
Pension Plan of Stein Seal Company total assets $40M -> $4M (-90.1%, 2024-10-31 to 2025-10-31)
Occurred
Oct 31, 2025
Pension Plan of Stein Seal Company no longer reports Prin Core Plus Bond Sep Acct-Z (Principal) (last held $2M at 2024-10-31; absent from the 2025-10-31 filing)
Occurred
Oct 31, 2025
Pension Plan of Stein Seal Company no longer reports Prin Fin Grp, Inc. Stock Sa-R6 (Principal) (last held $2M at 2024-10-31; absent from the 2025-10-31 filing)
Occurred
Oct 31, 2025
Pension Plan of Stein Seal Company no longer reports Prin Lgcp S&p 500 Index Sa-Z (Principal) (last held $4M at 2024-10-31; absent from the 2025-10-31 filing)
Occurred
Nov 1, 2024
Pension Plan of Stein Seal Company plan assets $31M -> $40M (+27.2%, 2023-11-01 to 2024-11-01)
Occurred
Nov 1, 2024
Pension Plan of Stein Seal Company funded ratio 105.1% -> 108.2% (2023-11-01 to 2024-11-01)
Occurred
Oct 31, 2024
Pension Plan of Stein Seal Company total assets $32M -> $40M (+27.0%, 2023-10-31 to 2024-10-31)
Occurred
Nov 1, 2023
Pension Plan of Stein Seal Company funded ratio 94.9% -> 105.1% (2022-11-01 to 2023-11-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:b7d75877-7646-45b5-849b-1f855a42a17e
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 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.