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Allocators
P•••••, IL
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 | 0 | $69,631 | Apr 30, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| M••••• S•••••• | Investment adviser | May 1, 2023 | Apr 30, 2024 | no | fact | Dol form 5500 pension |
| T•• S•••• G••••• I••• | actuary | May 1, 2022 | Apr 30, 2023 | no | fact |
| $358,387 |
| Apr 30, 2025 |
| Derived |
| U.S. Government securities | n/a | n/a | n/a | 0 | $297 | Apr 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 97 | $16.2M | Apr 30, 2025 | Derived |
| Dol form 5500 pension |
| S•••• | actuary | May 1, 2022 | Apr 30, 2023 | no | fact | Dol form 5500 pension |