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Allocators
Ledgewood, NJ
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.
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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 | $408,348 | Oct 31, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 8 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| B••• A•••••••• a•• P•••••• S••••••• | actuary | Nov 1, 2022 | Oct 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| M••••• S•••••• S•••• B•••••• L•• | Investment management | Nov 1, 2022 | Oct 31, 2023 | no | fact |
| Oct 31, 2025 |
| Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 5 | $891,635 | Oct 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 36 | $6.6M | Oct 31, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 49 | $9.1M | Oct 31, 2025 | Derived |
| Preferred stock | n/a | n/a | n/a | 1 | $114,049 | Oct 31, 2025 | Derived |