DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Doylestown, PA
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 | Manager | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| Prudential Short-Term | Prudential Retirement & Annuity Ins | cash | $496,377 | Nov 30, 2023 | Separate account | Dol form 5500 pension |
| Prudential Short-Term | Prudential Retirement & Annuity Ins | cash | $189,701 | Nov 30, 2024 | 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 | 1 | $186,363 | Nov 30, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 27 | $9.7M | Nov 30, 2024 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 1 | $189,701 | Nov 30, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 47 | $17.1M | Nov 30, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 25 | $9.0M | Nov 30, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Empower | actuary | Dec 1, 2022 | Nov 30, 2023 | no | fact | Dol form 5500 pension |