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.
Corporate pension
County Concrete Corporation Union Pension Plan for Hourly Employees
Corporate pensionKenvil, NJ
Assets
$5.2M
Total assets, Dec 31, 2024 reported
Funded
67.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: County Concrete Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.9%
- Registered investment companies 80.0%
- Common stock 0.0%
Consultants and advisers
1 firms
- Concierge Retirement Services, Inc. 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)
- JP Morganplan years 2024
- J.P. Morganplan years 2023
- Capitale Investments LLCplan 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
33 readings
Investment management fees
$15,277 (2023-12) · $18,306 (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 | 320 | $3.9M | $6.4M | 67.8% | $5.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 300 | $2.5M | $6.0M | 43.7% | $4.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 305 | $4.2M | $5.9M | 78.7% | $2.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- JP Morgan codes 28 50 $29,139 PY2024
- Concierge Retirement Services, Inc. codes 11 PY2024
- J.P. Morgan codes 28 50 $15,277 PY2023
- Concierge Retirement Services, Inc. codes 11 PY2023
- Capitale Investments LLC codes 28 50 65 $17,415 PY2022
- Concierge Retirement Services, Inc. codes 11 PY2022
What changed
10 events
- Dec 31, 2024Manager relationship startedJP Morgan appears on County Concrete Corporation Union Pension Plan for Hourly Employees's Schedule C as investment manager (plan year 2024 vs 2023)with JP Morganaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceJ.P. Morgan no longer appears on County Concrete Corporation Union Pension Plan for Hourly Employees's Schedule C as investment manager (plan year 2024 vs 2023)with J.P. Morganaskebsa.dol.gov
- Dec 31, 2024Assets changedCounty Concrete Corporation Union Pension Plan for Hourly Employees total assets $4M -> $5M (+30.2%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedCounty Concrete Corporation Union Pension Plan for Hourly Employees funded ratio 43.7% -> 67.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedCounty Concrete Corporation Union Pension Plan for Hourly Employees plan assets $2M -> $4M (+59.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceCapitale Investments LLC no longer appears on County Concrete Corporation Union Pension Plan for Hourly Employees's Schedule C as investment manager (plan year 2023 vs 2022)with Capitale Investments LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedJ.P. Morgan appears on County Concrete Corporation Union Pension Plan for Hourly Employees's Schedule C as investment manager (plan year 2023 vs 2022)with J.P. Morganaskebsa.dol.gov
- Dec 31, 2023Assets changedCounty Concrete Corporation Union Pension Plan for Hourly Employees total assets $2M -> $4M (+58.8%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedCounty Concrete Corporation Union Pension Plan for Hourly Employees funded ratio 78.7% -> 43.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedCounty Concrete Corporation Union Pension Plan for Hourly Employees plan assets $4M -> $2M (-41.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 222200172-001
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.