DFX Intelligence
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Allocators
Holyoke, MA
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| Vehicle | Manager | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| P••• L••••• A••••• S•• A••••• | P•••••••• | Pooled vehicle | $646,979 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| P••• L••••• A••••• S•• A••••• | P•••••••• | Pooled vehicle | $358,653 |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Pooled separate accounts | n/a | n/a | n/a | 3 | $358,653 | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 96 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| U•• A•••••••• I•• | Investment adviser | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| H••••• • H••••••• I•• | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Dec 31, 2024 |
| Separate account |
| Dol form 5500 pension |
| P••• L••••• A••••• S•• A••••• | P•••••••• | Pooled vehicle | $332,238 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| P•••••••• F•••••••• G•••• |
| actuary |
| Jan 1, 2022 |
| Dec 31, 2022 |
| no |
| fact |
| Dol form 5500 pension |