DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
BAY City, MI
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 | 3 | $298,377 | Jul 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 11 | $1.1M | Jul 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 22 | $2.4M | Jul 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 32 | $3.5M | Jul 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 32 | $3.5M | Jul 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Agilis Partners LLC | actuary | Aug 1, 2023 | Jul 31, 2024 | no | fact | Dol form 5500 pension |
| Charles Schwab Trust Bank | Investment adviser | Aug 1, 2023 | Jul 31, 2024 | no | fact | Dol form 5500 pension |
| Huntington National Bank | Investment adviser | Aug 1, 2022 | Jul 31, 2023 | no | fact | Dol form 5500 pension |
| Cbiz | actuary | Aug 1, 2022 | Jul 31, 2023 | no | fact | Dol form 5500 pension |
| Cbiz Retirement Plan Advisory Services | actuary | Aug 1, 2022 | Jul 31, 2023 | no | fact | Dol form 5500 pension |