DFX Intelligence
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Reading the graph
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Sellersville, 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.
| Vehicle | Manager | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| P••• L•• I•••• D•• S•• A••••• | P•••••••• | Pooled vehicle | $23.0M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| P••• L•• I•••• D•• S•• A••••• | P•••••••• | Pooled vehicle | $19.5M |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 0 | $246,645 | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| F•••• S•••• T•••• C•••••• | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| M•••••••• I••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| W•••••• A•••• M••• C••••••• L•• | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| C•••••••• N••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Dec 31, 2022 |
| Separate account |
| Dol form 5500 pension |
| P••• L••• S•• 5•• I•••• S••• | P•••••••• | Pooled vehicle | $13.6M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| P••• L••• S•• 5•• I•••• S••• | P•••••••• | Pooled vehicle | $12.7M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| P••• L•• S•••• D•• S•• A••••• | P•••••••• | Pooled vehicle | $4.3M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| P••• L•• L••• D••••••• S••• | P•••••••• | Fixed income | $2.0M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| P••• L•• S•••• D•• S•• A••••• | P•••••••• | Pooled vehicle | $1.8M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| P••• L•• L••• D••••••• S••• | P•••••••• | Fixed income | $1.7M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| P••• L••••• A••••• S•• A••••• | P•••••••• | Pooled vehicle | $454,322 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| P••• L••••• A••••• S•• A••••• | P•••••••• | Pooled vehicle | $226,091 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| U.S. Government securities | n/a | n/a | n/a | 1 | $942,155 | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 32 | $22.5M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 0 | $65,736 | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 65 | $45.7M | Dec 31, 2024 | Derived |