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Allocators
Kennebunk, ME
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 |
|---|---|---|---|---|---|---|
| Fiam Long Corp a Or Better-Pool | Fidelity Institutional Asset Mgmt | Pooled vehicle | $36.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fidelity Long Term Treasury Bd Inx | Fidelity Institutional Asset Mgmt | Fixed income | $12.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Spartan 500 Index Pool | n/a | Pooled vehicle | $6.9M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Spartan World Min Vol Indx Pl a | n/a | Pooled vehicle | $4.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Spartan Emerging Mrk Indx Pl a | n/a | Pooled vehicle | $2.2M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fiam Long U.S. Treasury Strips Inde | Fidelity Institutional Asset Mgmt | Fixed income | $1.9M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Spartan Real Estate Indx Pl | n/a | Real estate | $1.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fiam Emerging Markets Debt Commingl | Fidelity Institutional Asset Mgmt | Private credit | $1.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Spartan Extended Mrk Indx Pl | n/a | Pooled vehicle | $975,806 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Spartan Developed International Ind | n/a | Pooled vehicle | $705,776 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Spartan Small Cap Indx Pl a | n/a | Public equity | $660,005 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 1 | $629,368 | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 99 | $67.7M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Vanguard Advisors Inc. | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| The Vanguard Group | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Epic Retirement Plan Services | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |