DFX Intelligence
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Reading the graph
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Allocators
Sarasota, FL
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.
| Vehicle | Manager | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| P••• L•• L••• D••••••• S••• | P•••••••• | Fixed income | $1.3M | Sep 30, 2023 | Separate account | Dol form 5500 pension |
| P••• L•• L••• D••••••• S••• | P•••••••• | Fixed income | $718,549 |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Pooled separate accounts | n/a | n/a | n/a | 63 | $1.3M | Sep 30, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 37 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| P•••••••• F•••••••• G•••• | actuary | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| Sep 30, 2024 |
| Separate account |
| Dol form 5500 pension |
| P••• L••••• A••••• S•• A••••• | P•••••••• | Pooled vehicle | $534,504 | Sep 30, 2024 | Separate account | Dol form 5500 pension |
| Sep 30, 2024 |
| Derived |