DFX Intelligence
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Allocators
Altamonte Springs, 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.
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 2 | $1.7M | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 6 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| P••••••••• L•• | actuary | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| M•••••••• I••• | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| A•••••••• G••••• I••••••••• L•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| B••• o• A•••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| P•••••••• I••••••••• A•••••••• L•• | Investment management |
| Dec 31, 2024 |
| Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 45 | $41.4M | Dec 31, 2024 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 47 | $43.1M | Dec 31, 2024 | Derived |
| actuary |
| Jan 1, 2022 |
| Dec 31, 2022 |
| no |
| fact |
| Dol form 5500 pension |
| Dec 31, 2022 |
| no |
| fact |
| C•••••• I••••••••• L•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |