DFX Intelligence
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Allocators
Norwalk, CT
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 |
|---|---|---|---|---|---|---|---|
| Master trust investment accounts | n/a | n/a | n/a | 99 | $1.4B | Nov 30, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| C••••• W••• | General consultant | Dec 1, 2023 | Nov 30, 2024 | no | fact | Dol form 5500 pension |
| E•••••••• A•••••••• L•• | General consultant | Dec 1, 2023 | Nov 30, 2024 | no | fact | Dol form 5500 pension |
| S•••• S••••• B••• • T•••• C•••••• |
| Directed trustee |
| Dec 1, 2022 |
| Nov 30, 2023 |
| no |
| fact |
| Dol form 5500 pension |
| A•• | actuary | Dec 1, 2022 | Nov 30, 2023 | no | fact | Dol form 5500 pension |
| R•••••• I••••••••• A••••••• L•• | Investment adviser | Dec 1, 2022 | Nov 30, 2023 | no | fact | Dol form 5500 pension |
| A•• C••••••••• I••• | actuary | Dec 1, 2022 | Nov 30, 2023 | no | fact | Dol form 5500 pension |