DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Plymouth Meeting, PA
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 |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 2 | $1.5M | Apr 30, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $281,520 | Apr 30, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 1 | $383,334 | Apr 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 96 | $56.4M | Apr 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| PFM Asset Management LLC | Investment adviser | May 1, 2022 | Apr 30, 2023 | no | fact | Dol form 5500 pension |
| Conrad Siegel | actuary | May 1, 2022 | Apr 30, 2023 | no | fact | Dol form 5500 pension |
| US Bank | custodian | May 1, 2022 | Apr 30, 2023 | no | fact | Dol form 5500 pension |
| Conrad Siegel Actuaries | actuary | May 1, 2022 | Apr 30, 2023 | no | fact | Dol form 5500 pension |