DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Valley Stream, NY
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 | 1 | $146,620 | May 31, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 6 | $1.3M | May 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 91 | $17.9M | May 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| KBA 74 | actuary | Jun 1, 2024 | May 31, 2025 | no | fact | Dol form 5500 pension |
| Keystone 74 Benefits and Admin | actuary | Jun 1, 2024 | May 31, 2025 | no | fact | Dol form 5500 pension |
| Cbiz Ris | actuary | Jun 1, 2022 | May 31, 2023 | no | fact | Dol form 5500 pension |
| Cbiz Retirement Plan Solutions | actuary | Jun 1, 2022 | May 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Quan Vest Consultants | Investment management | Jun 1, 2024 | May 31, 2025 | no | fact |