DFX Intelligence
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Reading the graph
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Allocators
Lafayette, CO
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| Vehicle | Manager | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| S••••••• A•••••• N••••• 1• | M••••• o• A•••••• L••• I•••••••• C• | Pooled vehicle | $2.8M | Jun 30, 2023 | Separate account | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 15 | $409,938 | Jun 30, 2023 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 85 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| M••••• o• A•••••• L••• I•••••••• C• | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| M••••• o• A•••••• L••• I•••••••• C• | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| M••••• o• A•••••• L••• I•••••••• C• | n/a | Jun 30, 2023 | n/a | yes | fact |
| Jun 30, 2023 |
| Derived |