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Allocators
Elkridge, MD
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 |
|---|---|---|---|---|---|---|
| Equity Group Trust | Marco Consulting | Public equity | $6.2M | Dec 31, 2022 | 103 12 ie | Dol form 5500 pension |
| Fixed Income Group Trust | Marco Consulting | Fixed income | $4.0M | Dec 31, 2024 | 103 12 ie | Dol form 5500 pension |
| Fixed Income Group Trust | Marco Consulting | Fixed income | $3.8M | Dec 31, 2023 | 103 12 ie | Dol form 5500 pension |
| Equity Group Trust | Marco Consulting | Public equity | $3.6M | Dec 31, 2024 | 103 12 ie | Dol form 5500 pension |
| Fixed Income Group Trust | Marco Consulting | Fixed income | $3.6M | Dec 31, 2022 | 103 12 ie | Dol form 5500 pension |
| Equity Group Trust | Marco Consulting | Public equity | $3.5M | Dec 31, 2023 | 103 12 ie | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 0 | $127,968 | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 9 | $2.4M | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 8 | $2.2M | Dec 31, 2024 | Derived |
| 103-12 investment entities | n/a | n/a | n/a | 28 | $7.6M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 55 | $15.0M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Buck Global, LLC | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Amalgamated Bank | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Willis Towers Watson US LLC | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Segal Marco Advisors | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Marco Consulting | n/a | Dec 31, 2022 | n/a | yes | fact |
| American Realty Advisors | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |