DFX Intelligence

C••• • T••• a•• D•• C•••••••• A••••••••• P•••••• T••••: plan on the allocators graph | DFX Data Factory

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AllocatorsPlantaft hartley<100m

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Allocators

Covina, CA

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:1c9bbdf1-5f15-4533-9fcb-9387e24b3288

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, 9:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
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: $8,102latest reading; see basis
Assets as of: Aug 31, 2024
Assets basis: REPORTED
Participants: 135
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Non-interest-bearing cash	n/a	n/a	n/a	89	$7,242	Aug 31, 2024	Derived

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
T•• S•••• C• ••••••• S••••••• I•••	actuary	Sep 1, 2023	Aug 31, 2024	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← B•••• o• T•••••••• C••• • T••• a•• D•• C••••••••Plan sponsorPlan sponsor
Sep 1, 2023 to presentfactForm 5500

Advised by (1)

→ T•• S•••• C• ••••••• S••••••• I•••Investment consultantactuary
Sep 1, 2023 to Aug 31, 2024factForm 5500

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:1c9bbdf1-5f15-4533-9fcb-9387e24b3288
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 7 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.