DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Phoenix, AZ
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 | 2 | $436,444 | Nov 30, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $217,460 | Nov 30, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 97 | $27.2M | Nov 30, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Merill Lynch | Investment adviser | Dec 1, 2022 | Nov 30, 2023 | no | fact | Dol form 5500 pension |
| The Segal Co (western States), Inc. | actuary | Dec 1, 2022 | Nov 30, 2023 | no | fact | Dol form 5500 pension |
| Bank of Arizona | custodian | Dec 1, 2022 | Nov 30, 2023 | no | fact | Dol form 5500 pension |
| Segal | actuary | Dec 1, 2022 | Nov 30, 2023 | no | fact | Dol form 5500 pension |