DFX Intelligence
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Reading the graph
Allocators
Little Falls, NJ
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 | $52.0M | Dec 31, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $323,352 | Dec 31, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 4 | $63.8M | Dec 31, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 3 | $40.0M | Dec 31, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 0 | $115,126 | Dec 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 3 | $41.5M | Dec 31, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 86 | $1.2B | Dec 31, 2025 | Derived |
| Real estate (other than employer real property) | n/a | n/a | n/a | 0 | $2.7M | Dec 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Principal Custody Solutions | Investment adviser | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Merrill Lynch,pierce,fenner & Smith | custodian | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Horizon Actuarial Services | actuary | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Savasta and Company | actuary | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| PNC Bank | custodian | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Wells Fargo Bank | trustee | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Stacey Braun Associates, Inc. | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| Stokes Investment Consulting LLC | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |