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Allocators
Merritt Island, FL
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 |
|---|---|---|---|---|---|---|
| A•••••• B••••••• I••••••••• T•••• | G•••• G••• T•••• C•••••• | Pooled vehicle | $3.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| A•••••• B••••••• I••••••••• T•••• | G•••• G••• T•••• C•••••• |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 1 | $495,688 | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| M•••••• L••••••••• • S•••• | Investment adviser | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| M••••• L•••• | Investment adviser | Jan 1, 2023 | Dec 31, 2023 | no |
| $2.1M |
| Dec 31, 2024 |
| Collective trust |
| Dol form 5500 pension |
| A•••••• B••••••• I••••••••• T•••• | G•••• G••• T•••• C•••••• | Pooled vehicle | $2.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| $866,354 |
| Dec 31, 2024 |
| Derived |
| Common/collective trusts | n/a | n/a | n/a | 6 | $2.1M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 88 | $29.9M | Dec 31, 2024 | Derived |
| Dol form 5500 pension |
| T•• W•••••• • A••••••••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| M•••••••• A••••••••• I••• | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| U• B••• | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |