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••• L•••• 1•• R••••• P•••••• F•••
Taft-Hartley planWest Trenton, NJ
Assets
$872,222
Total assets, Jun 30, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: B•••• o• T••••••••• L•••• 1•• R••••• P•••••• F•••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 99.9%
Consultants and advisers
1 firms
- C••• R•• General consultantthrough Jun 30, 2023 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
18 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 803 | n/a | n/a | n/a | $872,222 | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 843 | n/a | n/a | n/a | $954,780 | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 884 | n/a | n/a | n/a | $953,258 | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- I.E. Shaffer & Company codes 13 50 $62,600 PY2024
- Novak Francella, LLC codes 10 50 $14,300 PY2024
- Larry Magarik codes 20 50 $12,465 PY2024
- I.E. Shaffer & Company codes 13 50 $62,007 PY2023
- Larry Magarik, Esq codes 20 50 $13,795 PY2023
- Novak Francella, LLC codes 10 50 $13,000 PY2023
- Cohen, Weiss, &simon LLP codes 29 50 $12,308 PY2023
- I.E. Shaffer & Company codes 13 50 $63,960 PY2022
- Novak Francella, LLC codes 10 50 $13,000 PY2022
- Cohen, Weiss, &simon LLP codes 29 50 $9,469 PY2022
- Larry Magarik, Esq codes 20 50 $8,686 PY2022
- C••• Savitz codes 16 50 $8,000 PY2022
What changed
1 events
- Dec 31, 2023Consultant changedinferenceC••• Savitz no longer appears on U••• L•••• 1•• R••••• P•••••• F•••'s Schedule C as general consultant (plan year 2023 vs 2022)with C••• R••askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131845497-001
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.