DFX Intelligence
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Reading the graph
Allocators
Bakersfield, CA
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 |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 7 | $908,266 | Feb 28, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 59 | $7.2M | Feb 28, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 4 | $499,740 | Feb 28, 2025 | Derived |
| Insurance company general account | n/a | n/a | n/a | 1 | $96,256 | Feb 28, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 1 | $157,400 | Feb 28, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 25 | $3.0M | Feb 28, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| J.W. Cole Financial, Inc. | trustee | Mar 1, 2023 | Feb 29, 2024 | no | fact | Dol form 5500 pension |
| J.W. Cole Financial, Inc. | Investment adviser | Mar 1, 2022 | Feb 28, 2023 | no | fact | Dol form 5500 pension |
| Nyhart | actuary | Mar 1, 2022 | Feb 28, 2023 | no | fact | Dol form 5500 pension |