DFX Intelligence
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Allocators
W•••• Hall, IL
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 | 50 | $20.3M | Nov 30, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| C•••••• S••••• B••• | trustee | Dec 1, 2022 | Nov 30, 2023 | no | fact | Dol form 5500 pension |
| A•• | actuary | Dec 1, 2022 | Nov 30, 2023 | no | fact | Dol form 5500 pension |
| Nov 30, 2024 |
| Derived |
| U.S. Government securities | n/a | n/a | n/a | 8 | $3.4M | Nov 30, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 4 | $1.5M | Nov 30, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 0 | $15,898 | Nov 30, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 38 | $15.4M | Nov 30, 2024 | Derived |
| Investment adviser |
| Dec 1, 2022 |
| Nov 30, 2023 |
| no |
| fact |
| Dol form 5500 pension |
| B•••• W••••• M••••••••• | trustee | Dec 1, 2022 | Nov 30, 2023 | no | fact | Dol form 5500 pension |
| A•• C••••••••• I••• | actuary | Dec 1, 2022 | Nov 30, 2023 | no | fact | Dol form 5500 pension |