DFX Intelligence

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AllocatorsP•••Corporate pension<100MCorporate pension

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Fort Myers, FL

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Search this name across graphs

Data as of Sep 22, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 24, 2026, 2:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 15, 2026 to Sep 22, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $27.8Mlatest reading; see basis
Assets as of: Oct 31, 2025
Assets basis: REPORTED
Funded ratio: 85%
Participants: 873
Commitments: 1with an amount; holdings are counted apart
Managers: 1
Funds: 1
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
N• C••••••••• S•••• T••• I•••••••••	N••••••• T•••• I••••••••• I•••	cash	$762,217	Oct 31, 2025	Collective trust	Dol form 5500 pension

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Common/collective trusts	n/a	n/a	n/a	3	$762,217	Oct 31, 2025	Derived
Registered investment companies	n/a	n/a	n/a	96

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
N••••••• T•••• C••	trustee	Nov 1, 2024	Oct 31, 2025	no	fact	Dol form 5500 pension
B•••••• G••••• W••••• A••••••• I•••	Investment adviser	Nov 1, 2024	Oct 31, 2025	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← L•• H••••• S•••••• I•••Plan sponsorPlan sponsor
Nov 1, 2024 to presentfactForm 5500

Advised by (3)

→ N••••••• T•••• C••Investment consultanttrustee
Nov 1, 2024 to Oct 31, 2025factForm 5500
→ B•••••• G••••• W••••• A••••••• I•••Investment consultantInvestment adviser
Nov 1, 2024 to Oct 31, 2025factForm 5500

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 47 h ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.