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W••••••••• C••••• M••••• E•••••••• R••••••••• T•••• F•••: plan on the allocators graph | DFX Data Factory

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AllocatorsPlantaft hartley<100m

W••••••••• C••••• M••••• E•••••••• R••••••••• T•••• F•••

Allocators

Seattle, WA

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:09410faa-c806-4718-b2de-f302e1aadf10

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 11:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 6
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $42.4Mlatest reading; see basis
Assets as of: May 31, 2025
Assets basis: REPORTED
Funded ratio: 99%
Participants: 865
Commitments: 3with an amount; holdings are counted apart
Managers: 1
Funds: 1
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
W••••••••• C•••••• J•••• M••••• T••	W••••••••• C•••••• M••••••••• I•••	Pooled vehicle	$9.7M	May 31, 2023	103 12 ie	Dol form 5500 pension
W••••••••• C•••••• J•••• M••••• T••	W••••••••• C•••••• M••••••••• I•••	Pooled vehicle

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	1	$251,010	May 31, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	1

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
N•••••••• P•••••• S•••••••	actuary	Jun 1, 2024	May 31, 2025	no	fact	Dol form 5500 pension
T•• S•••• C• ••••••• S••••••• I•••	actuary	Jun 1, 2023	May 31, 2024	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
W••••••••• C•••••• M••••••••• I•••	Investment management	Jun 1, 2024	May 31, 2025	no	fact

Relationships

Sponsors (1)

← W••••••••• C••••• M••••• E•••••••• R••••••••• T•••• F•••Plan sponsorPlan sponsor
Jun 1, 2022 to presentfactForm 5500

Advised by (6)

→ W••••••••• C•••••• M••••••••• I•••Manager with allocator capitalInvestment adviser
Jun 1, 2022 to May 31, 2023factForm 5500
→ N•••Investment consultantactuary
Jun 1, 2022 to May 31, 2023factForm 5500

Dated events

4 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Consultant changed
W••••••••• C•••••• M••••••••• I••• no longer appears on W••••••••• C••••• M••••• E•••••••• R••••••••• T•••• F•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
W••••••••• C•••••• M••••••••• I•••Form 5500observed 7 days ago
Occurred
Dec 31, 2023
Consultant changed
The S•••• Group, Inc. appears on W••••••••• C••••• M••••• E•••••••• R••••••••• T•••• F•••'s Schedule C as pension consultant (plan year 2023 vs 2022)
T•• S•••• C• ••••••• S••••••• I•••Form 5500observed 7 days ago

Show 4 bookkeeping events

Occurred

Provenance

Graph: Allocators
Canonical id: dfx:al:09410faa-c806-4718-b2de-f302e1aadf10
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.