DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Mobile, AL
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 | 10 | $3.7M | Sep 30, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $66,750 | Sep 30, 2025 | Derived |
| Insurance company general account | n/a | n/a | n/a | 26 | $9.4M | Sep 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 62 | $22.3M | Sep 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Osborn, Carreiro & Associates, Inc. | actuary | Oct 1, 2024 | Sep 30, 2025 | no | fact | Dol form 5500 pension |