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AllocatorsP•••Corporate pension<100MCorporate pension

A•••••• a•• R••••••• K•••••••• E••••••••• S••••••• P••• a•• T•••• A••••••••

Lexington, KY

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Search this name across graphs

Data as of Sep 22, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 23, 2026, 7:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 4
On other graphs: 0
Observed: Sep 15, 2026 to Sep 22, 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: $40.5Mlatest reading; see basis
Assets as of: Jun 29, 2025
Assets basis: REPORTED
Funded ratio: 88%
Participants: 430
Commitments: 3with an amount; holdings are counted apart
Managers: 1
Funds: 1
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
W••••••••• G••••• A•••••••	W••••••••• T••••	Pooled vehicle	$23.8M	Jun 29, 2025	Collective trust	Dol form 5500 pension
W••••••••• G••••• A•••••••	W••••••••• T••••	Pooled vehicle	$21.1M

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	1	$463,748	Jun 29, 2025	Derived
Common/collective trusts	n/a	n/a	n/a	59

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
M•••••••• I•••	actuary	Jun 30, 2022	Jun 29, 2023	no	fact	Dol form 5500 pension
T••••••••• R••••••••• S••••••••	actuary	Jun 30, 2022	Jun 29, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← K•••••••• A••••••••• I•••Plan sponsorPlan sponsor
Jun 30, 2022 to presentfactForm 5500

Advised by (2)

→ M•••••••• I•••Investment consultantactuary
Jun 30, 2022 to Jun 29, 2023factForm 5500
→ T••••••••• R••••••••• S••••••••Investment consultantactuary
Jun 30, 2022 to Jun 29, 2023factForm 5500

Dated events

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

Order

Occurred
31 Dec 2023
Manager relationship ended
••• Locked
T••••••••• R••••••••• S••••••••Form 5500

Show 3 bookkeeping events

Occurred
Jun 30, 2024
••• Locked
Occurred
Jun 30, 2024
••• Locked
Occurred
Jun 29, 2024
••• Locked

Provenance

Graph: Allocators
Canonical id
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 28 h 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.