DFX Intelligence
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Allocators
Rancho Cordova, 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 |
|---|---|---|---|---|---|---|---|
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $205,157 | Sep 30, 2025 | Derived |
| Insurance company general account | n/a | n/a | n/a | 3 | $626,247 | Sep 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 94 | $16.9M | Sep 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Creative Planning Instl Consulting | actuary | Oct 1, 2024 | Sep 30, 2025 | no | fact | Dol form 5500 pension |
| Sageview Consulting Group | actuary | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| Sageview Advisory Consulting Group | Pension consultant | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| Charles Schwab Trust Bank | Directed trustee | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |