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AllocatorsPlancorporate pension<100m

Gould Medical Group, Inc. Cash Balance Pension Plan

Allocators

Modesto, 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:6e71b24b-7ea5-47d5-96d8-00d96f819603

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 7:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 5
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: $0latest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 140%
Participants: 143
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, 2023
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; 4 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	50	$16.7M	Dec 31, 2023	Derived
Registered investment companies	n/a	n/a	n/a	50	$16.7M	Dec 31, 2023	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
October Three Consulting LLC	actuary	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Ascensus	actuary	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Ascensus	Pension consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Matrix Trust Company	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Kravitz, LLC	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
Wealthspire Retirement Advisory	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact

Relationships

Sponsors (1)

← Gould Medical Group, Inc.Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (4)

→ AscensusInvestment consultantPension consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Matrix Trust CompanyInvestment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Kravitz, LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ October Three Consulting LLCInvestment consultantactuary
Jan 1, 2023 to Dec 31, 2023factForm 5500

Manages for (1)

← Wealthspire Retirement AdvisoryInvestment consultantInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2023
Manager relationship started
NFP Retirement Inc. appears on Gould Medical Group, Inc. Cash Balance Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Wealthspire Retirement Advisory Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Consultant changed
Kravitz, LLC no longer appears on Gould Medical Group, Inc. Cash Balance Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
Ascensus Form 5500observed 5 days ago

Show 3 bookkeeping events

Occurred
Dec 31, 2024
Gould Medical Group, Inc. Cash Balance Pension Plan total assets $34M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2023
Gould Medical Group, Inc. Cash Balance Pension Plan plan assets $27M -> $31M (+13.8%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Gould Medical Group, Inc. Cash Balance Pension Plan funded ratio 129.2% -> 140.2% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:6e71b24b-7ea5-47d5-96d8-00d96f819603
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 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.

Gould Medical Group, Inc. Cash Balance Pension Plan

Allocators

Modesto, 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:6e71b24b-7ea5-47d5-96d8-00d96f819603

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$16.7M

Dec 31, 2023

Derived

Registered investment companies

n/a

$16.7M

Dec 31, 2023

Derived

Consultant

Role

From

Current

Evidence

Source

October Three Consulting LLC

actuary

Jan 1, 2023

Dec 31, 2023

fact

Dol form 5500 pension

Ascensus

actuary

Jan 1, 2023

Dec 31, 2023

fact

Dol form 5500 pension

Ascensus

Pension consultant

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Matrix Trust Company

trustee

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Kravitz, LLC

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Wealthspire Retirement Advisory

Investment management

Jan 1, 2023

Dec 31, 2023

fact