DFX Intelligence
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Allocators
Rancho Cucamonga, CA
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 | $381,136 | Mar 31, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $154,721 | Mar 31, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 10 | $1.3M | Mar 31, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 19 | $2.5M | Mar 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 19 | $2.5M | Mar 31, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 30 | $3.9M | Mar 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Northwest Pension Services | actuary | Apr 1, 2024 | Mar 31, 2025 | no | fact | Dol form 5500 pension |
| Nwps | actuary | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Citizens Business Bank Under Tefra | Investment management | Apr 1, 2022 | Mar 31, 2023 | no | fact |