DFX Intelligence
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Reading the graph
Allocators
Westlake, 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.
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 |
|---|---|---|---|---|---|---|
| Prudential Short-Term | Prudential Retirement & Annuity Ins | cash | $355,591 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prudential Short-Term | Prudential Retirement & Annuity Ins | cash | $103,530 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Insurance company general account | n/a | n/a | n/a | 100 | $38.6M | Dec 31, 2024 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 0 | $103,530 | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| US Bank | custodian | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Bank of New York Mellon | custodian | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| AON Consulting, Inc. | actuary | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Fiducient Advisors LLC | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |