DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
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Taft-Hartley plan
U••• U•••• L•••• 1••• R••••••••• F•••
Taft-Hartley planWest Trenton, NJ
Assets
$103,058
Total assets, Dec 31, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2025
Commitments
0
none on the tape
Plan sponsor: U••• U•••• L•••• 1••• R••••••••• F•••
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 89.6%
Consultants and advisers
1 firms
- I••• S•••••• • C•• Actuarythrough Dec 31, 2025 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
24 readings
Total assets
$82,683 (2024-12) · $93,853 (2023-12) · $133,426 (2022-12)
Net assets
$72,398 (2024-12) · $67,763 (2023-12) · $105,191 (2022-12)
Contributions
$220,000 (2024-12) · $194,600 (2023-12) · $232,700 (2022-12)
Benefits paid
$162,179 (2024-12) · $178,588 (2023-12) · $211,775 (2022-12)
Net investment income
$4,635 (2024-12) · $-37,428 (2023-12) · $-30,850 (2022-12)
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 149 | n/a | n/a | n/a | $103,058 | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 161 | n/a | n/a | n/a | $82,683 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 170 | n/a | n/a | n/a | $93,853 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 184 | n/a | n/a | n/a | $133,426 | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- IE S•••••• & Co codes 11 14 $23,973 PY2025
- David a Gerson CPA & Assoc PC codes 10 $16,000 PY2025
- Oransky, Scaraggi, Borg Esq codes 29 $3,298 PY2025
- IE S•••••• & Co codes 13 $23,350 PY2024
- David a Gerson CPA & Assoc PC codes 10 $16,000 PY2024
- Oransky, Scaraggi, Borg Esq codes 29 $5,606 PY2024
- IE S•••••• & Co codes 13 $22,450 PY2023
- David a Gerson CPA & Assoc PC codes 10 $16,000 PY2023
- Oransky, Scaraggi, Borg Esq codes 29 PY2023
What changed
3 events
- Dec 31, 2025Assets changedU••• U•••• L•••• 1••• R••••••••• F••• total assets $82,683 -> $103,058 (+24.6%, 2024-12-31 to 2025-12-31)
- Dec 31, 2024Assets changedU••• U•••• L•••• 1••• R••••••••• F••• total assets $93,853 -> $82,683 (-11.9%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Assets changedU••• U•••• L•••• 1••• R••••••••• F••• total assets $133,426 -> $93,853 (-29.7%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 221468736-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.