DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Sturgis, MI
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 |
|---|---|---|---|---|---|---|---|
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $119,273 | Sep 30, 2023 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 13 | $1.1M | Sep 30, 2023 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 7 | $590,461 | Sep 30, 2023 | Derived |
| Registered investment companies | n/a | n/a | n/a | 79 | $6.9M | Sep 30, 2023 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Greenleaf Trust | trustee | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| Watkins Ross | actuary | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |