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Allocators
MT. Pleasant, MI
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 |
|---|---|---|---|---|---|---|
| Moderate Strategic Balanced Fund | State Street - Russell 2000 | Multi asset | $7.5M | Dec 31, 2025 | Collective trust | Dol form 5500 pension |
| Moderate Strategic Balanced Fund | State Street - Russell 2000 | Multi asset | $7.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Moderate Strategic Balanced Fund | State Street - Russell 2000 | Multi asset | $6.9M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Moderate Strategic Balanced Fund | State Street - Russell 2000 | Multi asset | $6.3M | 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 | $51,695 | Dec 31, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 99 | $7.5M | Dec 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Pentegra Trust Company | custodian | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Pentegra Services, Inc. | actuary | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Pentegra Retirement Services Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |