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AllocatorsPlancorporate pension<100m

HPM Occupational Health Services Retirement Plan

Allocators

Richland, 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:46a90165-60ff-438d-b661-a302dd2d061e

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 1:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
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: $13.4Mlatest reading; see basis
Assets as of: Dec 31, 2022
Assets basis: REPORTED
Funded ratio: 106%
Participants: 224
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2022
People: 0

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	3	$347,734	Dec 31, 2022	Derived
Registered investment companies	n/a	n/a	n/a	97	$13.0M	Dec 31, 2022	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Matrix Financial Solutions	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Randall & Hurley, Inc.	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Cornerstone Wealth Strategies	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← HPM CorporationPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ Matrix Financial SolutionsInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Randall & Hurley, Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Manages for (1)

← Cornerstone Wealth StrategiesManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:46a90165-60ff-438d-b661-a302dd2d061e
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 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.

HPM Occupational Health Services Retirement Plan

Allocators

Richland, 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:46a90165-60ff-438d-b661-a302dd2d061e

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$347,734

Dec 31, 2022

Derived

Registered investment companies

n/a

$13.0M

Dec 31, 2022

Derived

Consultant

Role

From

Current

Evidence

Source

Matrix Financial Solutions

custodian

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Randall & Hurley, Inc.

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Cornerstone Wealth Strategies

Investment management

Jan 1, 2022

Dec 31, 2022

fact