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
B••••••••• P• • S• L•••• U•••• N•• 9• P•••••• F•••
Taft-Hartley planB•••••••••, AL
Assets
$31.2M
Total assets, Dec 31, 2024 reported
Funded
86.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: B•• L•••• 9• P•••••• F•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.5%
- Corporate debt instruments (preferred) 3.8%
- U.S. Government securities 2.7%
- Other investments 12.0%
- Registered investment companies 70.0%
- Common stock 9.1%
- Preferred stock 0.1%
Consultants and advisers
4 firms
- S••••••• V•••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- R•••••• B••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- H•••••• A•••••••• S••••••• Actuarythrough Dec 31, 2024 Form 5500
- S•••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- N••••••• T•••• C••••••plan years 2022
- T• R•••••plan years 2022
- B••• W•••••••• A•••• M•••••••••plan years 2022
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
30 readings
Investment management fees
$102,718 (2023-12) · $97,727 (2022-12)
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 Dec 31, 2024 | 884 | n/a | n/a | n/a | $31.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 793 | n/a | n/a | n/a | $28.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 790 | n/a | n/a | n/a | $27.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- The S•••• Company codes 11 $61,385 PY2024
- R•••••• codes 27 28 51 $33,542 PY2024
- S••••••• V••••••••s codes 27 $30,000 PY2024
- Potter Bryant & Moore PC codes 10 $19,875 PY2024
- Abbey Skipper codes 30 $17,618 PY2024
- N••••••• T•••• C•••••• codes $17,153 PY2024
- Quinn Connor Weaver Davies & Rouco codes 29 $14,588 PY2024
- Amber Ragsdale codes 30 $14,251 PY2024
- H•••••• A•••••••• S••••••• codes 11 28 $13,833 PY2024
- H•••••• A•••••••• S•••••••, LLC codes 11 PY2024
- The S•••• Company codes 11 $51,030 PY2023
- Amber Ragsdale codes 30 $44,967 PY2023
- S••••••• V••••••••s codes 27 $30,000 PY2023
- R•••••• codes 27 28 51 $28,841 PY2023
- Potter, Bryant & Moore, P.C. codes 10 $19,875 PY2023
- N••••••• T•••• C•••••• codes 28 $19,028 PY2023
- T• R••••• Core Property Fund codes 28 $16,928 PY2023
- Ashley Snider codes 30 $16,513 PY2023
- Quinn Connor Weaver Davies & Rouco codes 29 $8,150 PY2023
- B••• W•••••••• codes 28 $7,921 PY2023
- S•••• codes 11 PY2023
- The S•••• Company codes 11 $60,936 PY2022
- Amber Ragsdale codes 30 $46,890 PY2022
- R•••••• codes 27 28 51 $29,916 PY2022
- S••••••• V••••••••s codes 27 $28,500 PY2022
- N••••••• T•••• C•••••• codes 28 $20,937 PY2022
- Potter, Bryant & Moore, P.C. codes 10 $19,875 PY2022
- Quinn Connor Weaver Davies & Rouco codes 29 $10,850 PY2022
- Angela Keane codes 30 $9,933 PY2022
- T• R••••• Core Property Fund codes 28 $8,309 PY2022
- B••• W•••••••• codes 28 $7,906 PY2022
- S•••• codes 11 PY2022
What changed
5 events
- Dec 31, 2024Manager relationship endedinferenceT• R••••• Core Property Fund no longer appears on B••••••••• P• • S• L•••• U•••• N•• 9• P•••••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)with T• R•••••askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceN••••••• T•••• C•••••• no longer appears on B••••••••• P• • S• L•••• U•••• N•• 9• P•••••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)with N••••••• T•••• C••••••askebsa.dol.gov
- Dec 31, 2024Manager relationship startedH•••••• A•••••••• S••••••• appears on B••••••••• P• • S• L•••• U•••• N•• 9• P•••••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)with H•••••• A•••••••• S•••••••askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceB••• W•••••••• no longer appears on B••••••••• P• • S• L•••• U•••• N•• 9• P•••••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)with B••• W•••••••• A•••• M•••••••••askebsa.dol.gov
- Jan 1, 2023Assets changedB••••••••• P• • S• L•••• U•••• N•• 9• P•••••• F••• plan assets $32M -> $27M (-16.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 630437949-001
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.