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
Churchville, NY
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 |
|---|---|---|---|---|---|---|
| C••• P••• B••• • R•••• F••• | E•••••• A•••••• I•••••••• C•••••• | Fixed income | $1.3M | May 31, 2024 | Separate account | Dol form 5500 pension |
| C••• P••• B••• • R•••• F••• | n/a | Fixed income | $1.1M |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| I•••••••• company general account | n/a | n/a | n/a | 3 | $138,195 | May 31, 2024 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 25 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| E•••••• | actuary | Jun 1, 2022 | May 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| E•••••• A•••••• I•••••••• C•••••• | n/a | May 31, 2024 | n/a | yes | fact |
| Separate account |
| Dol form 5500 pension |
| May 31, 2024 |
| Derived |
| Registered investment companies | n/a | n/a | n/a | 73 | $3.8M | May 31, 2024 | Derived |