DFX Intelligence
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Allocators
North Haledon, 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.
| Vehicle | Manager | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| Wellington Cif II Quality Value Fnd | Wellington Fd | Pooled vehicle | $5.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Wellington Cif II Quality Value Fnd | Wellington Fd | Pooled vehicle | $5.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Gw&k Small-Mid Cap Core Equity Cif | n/a | Public equity | $3.8M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Gw&k Small-Mid Cap Core Equity Cif | n/a | Public equity | $3.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Gw&k Small-Mid Cap Core Equity Cif | n/a | Public equity | $3.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 1 | $1.1M | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $636,506 | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 14 | $11.3M | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 5 | $3.6M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 5 | $3.7M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 5 | $3.8M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 43 | $33.6M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 8 | $6.4M | Dec 31, 2024 | Derived |
| Real estate (other than employer real property) | n/a | n/a | n/a | 11 | $8.5M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Foster & Foster | actuary | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Marquette Associates Inc. | General consultant | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Withum Smith Brown PC | General consultant | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| O'Sullivan Associates | actuary | Apr 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| JBM Computer Consultants | General consultant | Apr 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Peirce Park Group | General consultant | Apr 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| O'Sullivan & Associates | actuary | Apr 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Bank of America | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| Stacey Braun Associates, Inc. | Investment management | Apr 1, 2022 | Dec 31, 2022 | no | fact |