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Allocators
Rego Park, NY
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 | $1.3M | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| B••• o• A•••••• | trustee | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| M•••••• L••••••••• • S•••• | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| T•• G•••• I•• | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| A••••••••• F••••••••• I•• | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| $937,942 |
| Dec 31, 2024 |
| Derived |
| U.S. Government securities | n/a | n/a | n/a | 25 | $16.0M | Dec 31, 2024 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 13 | $8.5M | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 15 | $9.6M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 33 | $21.0M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 10 | $6.1M | Dec 31, 2024 | Derived |
| Dol form 5500 pension |
| T•• S•••• C•• ••••••• S•••••• I••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| O••••••••• • A••••••••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| S•••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Investment management |
| Jan 1, 2023 |
| Dec 31, 2023 |
| no |
| fact |