DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.
Allocators
Tampa, 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.
| Vehicle | Manager | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| T•••••• R••••••••• P•••••• F••• | n/a | Pooled vehicle | $8.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Common/collective trusts | n/a | n/a | n/a | 100 | $8.0M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| C••• L••• I•••••••• C•••••• | actuary | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| T••••••• R••••••••• P•••••• | Investment adviser | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| C••• M••••• G•••• |
| actuary |
| Jan 1, 2024 |
| Dec 31, 2024 |
| no |
| fact |
| Dol form 5500 pension |