DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Westlake, OH
Data as of (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built and rebuilt at most every 15 minutes.
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.
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 8 | $1.2M | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 2 | $237,536 | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 0 | $28,266 | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 1 | $119,661 | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 77 | $11.5M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 10 | $1.6M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| The Segal Co. (eastern States) Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Quayle Co. Securities | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Segal | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |