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E••••••••• • W••••••••• P•••••• T•••• F•••: plan on the allocators graph | DFX Data Factory

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AllocatorsPlantaft hartley<100m

E••••••••• • W••••••••• P•••••• T•••• F•••

Allocators

LOS Angeles, 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:b01bd899-6d2b-408d-ad20-8be0485d3ed8

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 11:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
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: $89.0Mlatest reading; see basis
Assets as of: Mar 31, 2025
Assets basis: REPORTED
Funded ratio: 50%
Participants: 1,778
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 12 rows folded into 4

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	5	$4.7M	Mar 31, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a

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
S••••••• I••••••••• P••••••• L••	Investment adviser	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension
S••••	actuary	Apr 1, 2022	Mar 31, 2023	no	fact

Relationships

Sponsors (1)

← Board of Trustees, E••••••••• - W•••••••••Plan sponsorPlan sponsor
Apr 1, 2022 to presentfactForm 5500

Advised by (4)

→ S••••••• I••••••••• P••••••• L••Investment consultantInvestment adviser
Apr 1, 2022 to Mar 31, 2023factForm 5500
→ S••••Investment consultantactuary
Apr 1, 2022 to Mar 31, 2023factForm 5500

Dated events

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

Occurred
Dec 31, 2023
Consultant changed
M••••• K••••• A•••• L•• no longer appears on E••••••••• • W••••••••• P•••••• T•••• F•••'s Schedule C as general consultant (plan year 2023 vs 2022)
M••••• K••••• A•••• L••Form 5500observed 7 days ago

Show 4 bookkeeping events

Occurred
Mar 31, 2025
E••••••••• • W••••••••• P•••••• T•••• F••• total assets $50M -> $89M (+77.0%, 2024-03-31 to 2025-03-31)
Occurred
Apr 1, 2024
E••••••••• • W••••••••• P•••••• T•••• F••• funded ratio 53.2% -> 50.1% (2023-04-01 to 2024-04-01)
Occurred
Apr 1, 2023
E••••••••• • W••••••••• P•••••• T•••• F••• plan assets $59M -> $50M (-15.1%, 2022-04-01 to 2023-04-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:b01bd899-6d2b-408d-ad20-8be0485d3ed8
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 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.