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Allocators
Montpelier, VT
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 | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| T••••••••• C••••••••• T•••• F•••• | T••••••••• | Pooled vehicle | $21.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| T••••••••• C••••••••• T•••• F•••• | T••••••••• | Pooled vehicle | $20.5M |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Common/collective trusts | n/a | n/a | n/a | 36 | $20.5M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 65 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| T••••••••• R••••••••• S•••••••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| M••••• S•••••• D••• W••••• | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Dec 31, 2024 |
| Collective trust |
| Dol form 5500 pension |
| T••••••••• C••••••••• T•••• F•••• | T••••••••• | Pooled vehicle | $19.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| T••••••••• |
| actuary |
| Jan 1, 2022 |
| Dec 31, 2022 |
| no |
| fact |
| Dol form 5500 pension |