DFX Intelligence
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Allocators
Houston, TX
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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| Vehicle | Manager | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| P••• L•• S•••• D•• S•• A••••• | P•••••••• | Pooled vehicle | $228,079 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| P••• L••••• A••••• S•• A••••• | P•••••••• | Pooled vehicle | $464 |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 2 | $512,706 | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 95 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| O•••••• T•••• C••••••••• L•• | actuary | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| G•••••••• F•••••••• A••••••• | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Dec 31, 2022 |
| Separate account |
| Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| P•••••••• F•••••••• G•••• |
| actuary |
| Jan 1, 2022 |
| Dec 31, 2022 |
| no |
| fact |
| Dol form 5500 pension |