DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.
Allocators
Mount Laurel, 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.
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.
| Vehicle | Manager | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| R••••••• A••••••• T•••• P••••••••• | R••••••• T•••• C•••••• | Pooled vehicle | $2.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 5 | $478,170 | Dec 31, 2022 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| K••• F•••• H•• G••••• I••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| K••• F•••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| R••••••• T•••• C•••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Dec 31, 2022 |
| Derived |
| U.S. Government securities | n/a | n/a | n/a | 13 | $1.4M | Dec 31, 2022 | Derived |
| Other investments | n/a | n/a | n/a | 0 | $11,694 | Dec 31, 2022 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 27 | $2.8M | Dec 31, 2022 | Derived |
| Registered investment companies | n/a | n/a | n/a | 44 | $4.6M | Dec 31, 2022 | Derived |
| Common stock | n/a | n/a | n/a | 8 | $809,330 | Dec 31, 2022 | Derived |
| Preferred stock | n/a | n/a | n/a | 0 | $2,845 | Dec 31, 2022 | Derived |
| custodian |
| Jan 1, 2022 |
| Dec 31, 2022 |
| no |
| fact |
| Dol form 5500 pension |