DFX Intelligence
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Allocators
R•••••••, VA
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| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 2 | $603,131 | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| T••••• B••• | Directed trustee | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| S••••••• C••••••••• G•••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| U.S. Government securities | n/a | n/a | n/a | 55 | $20.9M | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 18 | $6.7M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 20 | $7.6M | Dec 31, 2024 | Derived |