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•••• 5• P•••••• F•••
Taft-Hartley planWest Trenton, NJ
Assets
$598,960
Total assets, Dec 31, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: U••• L•••• 5• P•••••• F••• B•••• o• T•••••••
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 99.5%
Consultants and advisers
1 firms
- C••• R•• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- I••• S•••••• • C••plan years 2025
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
$973,982 (2024-12) · $985,898 (2023-12) · $930,207 (2022-12)
Net assets
$954,313 (2024-12) · $967,331 (2023-12) · $905,557 (2022-12)
Contributions
$3.1M (2024-12) · $2.4M (2023-12) · $3.3M (2022-12)
Benefits paid
$3.2M (2024-12) · $3.3M (2023-12) · $3.5M (2022-12)
Net investment income
$-13,018 (2024-12) · $61,774 (2023-12) · $-14,028 (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 | 734 | n/a | n/a | n/a | $598,960 | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 754 | n/a | n/a | n/a | $973,982 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 805 | n/a | n/a | n/a | $985,898 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 855 | n/a | n/a | n/a | $930,207 | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- IE S•••••• & Co codes 13 51 $57,795 PY2025
- Larry Magarik codes 20 50 $25,040 PY2025
- Cohen, Weiss, & Simon LLP codes 29 50 $21,267 PY2025
- Novak Francella LLC codes 10 50 $15,600 PY2025
- IE S•••••• & Co codes 13 51 $58,240 PY2024
- Larry Magarik, Esq. codes 20 50 $18,140 PY2024
- Novak Francella LLC codes 10 50 $14,300 PY2024
- Cohen, Weiss, & Simon LLP codes 29 50 $9,141 PY2024
- IE S•••••• & Co codes 13 51 $56,747 PY2023
- Larry Magarik, Esq. codes 20 50 $16,575 PY2023
- Cohen, Weiss, & Simon LLP codes 29 50 $16,192 PY2023
- Novak Francella LLC codes 10 50 $13,000 PY2023
- IE S•••••• & Co codes 13 51 $56,000 PY2022
- Larry Magarik, Esq. codes 20 50 $14,920 PY2022
- Cohen, Weiss, & Simon LLP codes 29 50 $13,633 PY2022
- Novak Francella LLC codes 10 50 $13,000 PY2022
- C••• Rps codes 11 13 50 $8,400 PY2022
What changed
1 events
- Dec 31, 2025Assets changedU••• L•••• 5• P•••••• F••• total assets $973,982 -> $598,960 (-38.5%, 2024-12-31 to 2025-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 136696824-001
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.