DFX Intelligence
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Allocators
Hickory, NC
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 | 3 | $537,391 | Nov 30, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 97 | $20.0M | Nov 30, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Mcgriff, a Marsh & Mclennan Compnay | actuary | Dec 1, 2023 | Nov 30, 2024 | no | fact | Dol form 5500 pension |
| Mcgriff Insurance Services | actuary | Dec 1, 2022 | Nov 30, 2023 | no | fact | Dol form 5500 pension |
| Sterling Capital Management LLC | Investment adviser | Dec 1, 2022 | Nov 30, 2023 | no | fact | Dol form 5500 pension |
| Truist Bank | trustee | Dec 1, 2022 | Nov 30, 2023 | no | fact | Dol form 5500 pension |