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Allocators
Kulpsville, 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.
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| Vehicle | Manager | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| D• G••••• P•••••••• | n/a | Pooled vehicle | $3.8M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| D• G••••• P•••••••• | n/a | Pooled vehicle | $3.3M | Mar 31, 2023 |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 1 | $325,275 | Mar 31, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| M••••••• J••• H•••••• | actuary | Apr 1, 2024 | Mar 31, 2025 | no | fact | Dol form 5500 pension |
| J••• H•••••• | actuary | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| N•• Y••• L••• I••••••••• L•• | n/a | Mar 31, 2025 | n/a | yes | fact |
| Dol form 5500 pension |
| D• G••••• P•••••••• | n/a | Pooled vehicle | $3.0M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| E• T••• I•• F• 1••••• 1••••••••• D• | N•• Y••• L••• I••••••••• L•• | Pooled vehicle | $160,952 | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Mar 31, 2025 |
| Derived |
| U.S. Government securities | n/a | n/a | n/a | 24 | $7.3M | Mar 31, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 62 | $18.7M | Mar 31, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 10 | $3.1M | Mar 31, 2025 | Derived |