DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Bronx, 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 | $74,431 | Dec 31, 2023 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 5 | $444,000 | Dec 31, 2023 | Derived |
| Registered investment companies | n/a | n/a | n/a | 94 | $8.9M | Dec 31, 2023 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| HUB Retirement & Wealth Mgmt | Pension consultant | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Ipex, Inc. | Pension consultant | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Empower | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |