DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Orrville, OH
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 | 2 | $140,439 | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $2,677 | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 9 | $648,805 | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 9 | $628,298 | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 51 | $3.6M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 25 | $1.8M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Morgan Stanley Smith Barney, LLC | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Cbiz Benefits & Insurance Services | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |