DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Waynesboro, PA
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 | 13 | $628,952 | Dec 31, 2022 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $44,752 | Dec 31, 2022 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 13 | $616,239 | Dec 31, 2022 | Derived |
| Registered investment companies | n/a | n/a | n/a | 68 | $3.3M | Dec 31, 2022 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Cbiz Ris | actuary | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Cbiz Ias | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| RBC Wealth Management | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Cbiz Benefits & Insurance Services | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |