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I••• L•••• 5•• N••• P•••••• P•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••taft hartley<100m

I••• L•••• 5•• N••• P•••••• P•••

Allocators

Mobile, AL

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Search this name across graphsid dfx:al:3ba44c96-333e-46b3-813d-1cac81728ac2

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 12:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 7
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $71.7Mlatest reading; see basis
Assets as of: Aug 31, 2025
Assets basis: REPORTED
Funded ratio: 92%
Participants: 1,013
Commitments: 9with an amount; holdings are counted apart
Managers: 3
Funds: 3
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	V••••	As of	Kind	Source
M••••••••• P••••••• T••••	N•• T•••• T•••• C••••••	Real estate	$5.2M	Aug 31, 2023	Collective trust	Dol form 5500 pension
L••••••• M••••• 4•• I•••• F•••	A••••••••• B••• o• N•• Y•••	Pooled vehicle

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	4	$2.8M	Aug 31, 2025	Derived
U.S. Government securities	n/a	n/a	n/a	8

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
N••••••• T•••• C••••••	Investment adviser	Sep 1, 2023	Aug 31, 2024	no	fact	Dol form 5500 pension
U••••• I••••••••• A•••••••	Investment adviser	Sep 1, 2023	Aug 31, 2024	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
I•••••• T•••• C••••••	n/a	Aug 31, 2023	n/a	yes	fact
N••••••• T•••• C••••••	Investment management	Sep 1, 2024	Aug 31, 2025	no	fact
U••••• I••••••••• A•••••••	Investment management

Relationships

Manages for (5)

← I•••••• T•••• C••••••Manager with allocator capital
Aug 31, 2023 to presentfactForm 5500
← N••••••• T•••• C••••••Manager with allocator capitalInvestment management
Sep 1, 2024 to Aug 31, 2025factForm 5500
← U••••• I••••••••• A•••••••Investment consultantInvestment management
Sep 1, 2024 to Aug 31, 2025factForm 5500
← B••• W•••••••• A•••• M•••••••••

Dated events

4 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Manager relationship started
B••• W•••••••• appears on I••• L•••• 5•• N••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
B••• W•••••••• A•••• M•••••••••Form 5500observed 7 days ago
Occurred
Dec 31, 2023
Consultant changed
U••••• I••••••••• A•••••••, Inc appears on I••• L•••• 5•• N••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
U••••• I••••••••• A•••••••Form 5500observed 7 days ago
Occurred
Dec 31, 2023
Consultant changed
M••••••••• P••••••• T•••• appears on I••• L•••• 5•• N••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)

Provenance

Graph: Allocators
Canonical id: dfx:al:3ba44c96-333e-46b3-813d-1cac81728ac2
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.