DFX Intelligence
Data Factory
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Reading the graph
Allocators
Jersey City, NJ
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 | 0 | $105,560 | Jun 30, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $6 | Jun 30, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 10 | $3.3M | Jun 30, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 45 | $15.2M | Jun 30, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 10 | $3.5M | Jun 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 30 | $9.9M | Jun 30, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 2 | $675,727 | Jun 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Sentinel Benefits Group, LLC | actuary | Jul 1, 2023 | Jun 30, 2024 | no | fact | Dol form 5500 pension |
| Morgan Stanley Smith Barney, LLC | Investment adviser | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Bpas Actuarial and Pension Services | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Merrill Lynch,pierce,fenner & Smith | trustee | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| First State Trust Company | trustee | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Sentinel Benefits & Finanical Group | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |