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AllocatorsPlancorporate pension<100m

Transtar, LLC Pension Plan

Allocators

Monroeville, PA

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Search this name across graphsid dfx:al:c110cc76-3e39-4ddb-92cb-885cb3b6b300

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, 10:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
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: $6.9Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 81%
Participants: 190
Commitments: 6with an amount; holdings are counted apart
Managers: 1
Funds: 5
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 1
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
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	$3.2M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$1.6M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$1.3M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Bond Market Index Sa-Z	Principal	Fixed income	$1.0M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Smcap S&p 600 Index Sa-Z	Principal	Pooled vehicle	$660,377	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Midcap S&p 400 Idx Sa-Z	Principal	Pooled vehicle	$658,216	Dec 31, 2024	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; 3 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	76	$5.2M	Dec 31, 2024	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
Bolton Partners, Inc.	Investment adviser	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
Principal Spectrum Asset Management	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Bolton Partners, Inc.	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Transtar, LLCPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ Principal Spectrum Asset ManagementInvestment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Bolton Partners, Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Manager relationship started
Bolton Partners, LLC appears on Transtar, LLC Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Bolton Partners, Inc.Form 5500observed 5 days ago
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Transtar, LLC Pension Plan first reports an interest in Prin Smcap S&p 600 Index Sa-Z (Principal): $660,377 at 2024-12-31
Principal Form 5500observed 5 days ago
$660,377
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Transtar, LLC Pension Plan first reports an interest in Prin Midcap S&p 400 Idx Sa-Z (Principal): $658,216 at 2024-12-31
Principal Form 5500observed 5 days ago
$658,216
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Transtar, LLC Pension Plan first reports an interest in Prin Lgcp S&p 500 Index Sa-Z (Principal): $2M at 2024-12-31
Principal Form 5500observed 5 days ago
$1.6M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Transtar, LLC Pension Plan first reports an interest in Prin Bond Market Index Sa-Z (Principal): $1M at 2024-12-31
Principal Form 5500observed 5 days ago
$1.0M

Show 5 bookkeeping events

Occurred
Dec 31, 2024
Transtar, LLC Pension Plan total assets $4M -> $7M (+76.3%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2024
Transtar, LLC Pension Plan plan assets $2M -> $4M (+78.4%, 2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
Transtar, LLC Pension Plan total assets $2M -> $4M (+78.5%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Transtar, LLC Pension Plan plan assets $902,112 -> $2M (+141.7%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Transtar, LLC Pension Plan funded ratio 87.6% -> 82.8% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:c110cc76-3e39-4ddb-92cb-885cb3b6b300
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.