DFX Intelligence
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Allocators
W. Caldwell, 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.
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| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 4 | $309,214 | Mar 31, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| C••••••• B••• | custodian | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| S••••• A•••••••• S••••••• | actuary | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| Mar 31, 2025 |
| Derived |
| U.S. Government securities | n/a | n/a | n/a | 19 | $1.6M | Mar 31, 2025 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 22 | $1.8M | Mar 31, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 53 | $4.3M | Mar 31, 2025 | Derived |
| Investment adviser |
| Apr 1, 2022 |
| Mar 31, 2023 |
| no |
| fact |
| Dol form 5500 pension |