DFX Intelligence
Data Factory
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Reading the graph
Allocators
Elmont, 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 | 4 | $2.1M | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $142,086 | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 26 | $14.3M | Dec 31, 2024 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 2 | $1.1M | Dec 31, 2024 | Derived |
| Insurance company general account | n/a | n/a | n/a | 3 | $1.5M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 0 | $3,883 | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 16 | $8.6M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 49 | $27.4M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Eagle Capital Management, LLC | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Brandywine Global | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Dahab Associates | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Sentinel Benefits Group, LLC | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| MG Trust Company DBA Matrix Trust | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Wellington Trust Company | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |