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Allocators
Deerfield, IL
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.
| Vehicle | M•••••r | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| P••• G••• • H• B••• S•••• | P•••••••• | Fixed income | $506,167 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| P••• G••• • H• B••• S•••• | P•••••••• | Fixed income |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Pooled separate accounts | n/a | n/a | n/a | 3 | $506,167 | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| C••••••• P••••••• | Investment adviser | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| P•••••••• F•••••••• G•••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no |
| Dec 31, 2022 |
| Separate account |
| Dol form 5500 pension |
| P••• G••• • H• B••• S•••• | P•••••••• | Fixed income | $108,501 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| $16.2M |
| Dec 31, 2024 |
| Derived |
| Dol form 5500 pension |
| M•••••• F•••••••• I••••••••• M••••• | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |