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Allocators
Berwyn, 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.
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 | $1.3M | Sep 30, 2025 | Derived |
| Master trust investment accounts | n/a | n/a | n/a | 98 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| W••••• T••••• W••••• U• L•• | actuary | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| S•••••••• B•••••• A••••••• | Pension consultant | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| T••••• W••••• I••••••••• S•••••••• | Investment management | Oct 1, 2022 | Sep 30, 2023 | no | fact |
| Sep 30, 2025 |
| Derived |
| N••••••• T•••• C•• |
| trustee |
| Oct 1, 2022 |
| Sep 30, 2023 |
| no |
| fact |
| Dol form 5500 pension |