DFX Intelligence
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Allocators
P••••••••, WV
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| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 3 | $2.5M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 6 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| P•••••••• F•••••••• G•••• | actuary | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| J••• H•••••• | actuary | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| M••••• S•••••• S•••• B•••••• L•• | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| Dec 31, 2024 |
| Derived |
| Master trust investment accounts | n/a | n/a | n/a | 88 | $63.4M | Dec 31, 2024 | Derived |