DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.
Allocators
Southfield, MI
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.
| Vehicle | Manager | Bucket | V•••• | As of | Kind | Source |
|---|---|---|---|---|---|---|
| S••••• C•••••• S•••••••• C•• V•••• | S••••• C•••••• M••••••••• L• | Pooled vehicle | $551,182 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| S••••• C•••••• S•••••••• C•• V•••• | S••••• C•••••• M••••••••• L• | Pooled vehicle |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 2 | $193,011 | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 6 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| A•• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| W••••• T••••• W••••• U• L•• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| S••••• C•••••• M••••••••• L• | n/a | Dec 31, 2023 | n/a | yes | fact |
| Dec 31, 2023 |
| Collective trust |
| Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| Registered investment companies | n/a | n/a | n/a | 88 | $8.4M | Dec 31, 2024 | Derived |
| trustee |
| Jan 1, 2022 |
| Dec 31, 2022 |
| no |
| fact |
| Dol form 5500 pension |