DFX Intelligence
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Allocators
Kohler, WI
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 |
|---|---|---|---|---|---|---|---|
| Registered investment companies | n/a | n/a | n/a | 7 | $820,018 | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| M•••••• I••••••••• T•••• C•••••• | trustee | May 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| W••••• T••••• W••••• U• L•• | actuary | May 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| O••••••••• |
| General consultant |
| May 1, 2024 |
| Dec 31, 2024 |
| no |
| fact |
| Dol form 5500 pension |