DFX Intelligence

Data Factory

AllocatorsPlancorporate pension<100m

Employees Retirement Plan of Hubbard LLC

Allocators

Pikeville, TN

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:d13ca195-4db5-4cc9-9923-be8782a9da43

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, 4:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
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: $21,012latest reading; see basis
Assets as of: Dec 31, 2023
Assets basis: REPORTED
Participants: 132
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: Dec 31, 2023
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; 4 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	76	$15,978	Dec 31, 2023	Derived
Registered investment companies	n/a	n/a	n/a	24	$5,034	Dec 31, 2023	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
USI Consulting Group	actuary	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Hooker & Holcombe Inc	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

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

Advised by (2)

→ Hooker & Holcombe IncInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ USI Consulting GroupInvestment consultantactuary
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

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

Show 1 bookkeeping events

Occurred
Dec 31, 2023
Employees Retirement Plan of Hubbard LLC total assets $4M -> $21,012 (-99.5%, 2022-12-31 to 2023-12-31)

Provenance

Graph: Allocators
Canonical id: dfx:al:d13ca195-4db5-4cc9-9923-be8782a9da43
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.

Employees Retirement Plan of Hubbard LLC

Allocators

Pikeville, TN

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:d13ca195-4db5-4cc9-9923-be8782a9da43

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$15,978

Dec 31, 2023

Derived

Registered investment companies

n/a

$5,034

Dec 31, 2023

Derived

Consultant

Role

From

Current

Evidence

Source

USI Consulting Group

actuary

Jan 1, 2023

Dec 31, 2023

fact

Dol form 5500 pension

Hooker & Holcombe Inc

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension