DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Utica, NY
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 | 4 | $682,942 | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $29,740 | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 13 | $2.5M | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 7 | $1.4M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 56 | $10.5M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 20 | $3.8M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| M&t Bank | Directed trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| October Three Consulting LLC | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Milliman, Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |