DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Saratoga Springs, 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.
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 5 | $163,949 | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 17 | $606,662 | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 10 | $349,257 | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 7 | $232,824 | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 47 | $1.7M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Bolton Partners, Inc. | actuary | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Morgan Stanley Smith Barney | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Bolton Partners Northeast, Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |