DFX Intelligence
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Allocators
Birmingham, AL
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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| Vehicle | Manager | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| D• G••••• P•••••••• | n/a | Pooled vehicle | $9.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| D• G••••• P•••••••• | n/a | Pooled vehicle | $7.8M | Dec 31, 2024 |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 1 | $88,758 | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 65 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| O•••••• T•••• C••••••••• L•• | actuary | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| M••••••• a•• K••••• I••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Dol form 5500 pension |
| D• G••••• P•••••••• | n/a | Pooled vehicle | $6.8M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| Registered investment companies | n/a | n/a | n/a | 34 | $4.1M | Dec 31, 2024 | Derived |