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
L••••••• T••••••• a•• P•••••• P••••••
Taft-Hartley planMount Laurel, NJ
Assets
$86,182
Total assets, Mar 31, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Mar 31, 2025
Commitments
0
none on the tape
Plan sponsor: B•••• o• T••••••• L••••••• T••••••• a•• P•••••• P••••••
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 95.8%
Consultants and advisers
1 firms
- C•••••• Actuarythrough Mar 31, 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
15 readings
Net investment income
$-395,779 (2024-03) · $-428,076 (2023-03)
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 Mar 31, 2025 | 109 | n/a | n/a | n/a | $86,182 | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 123 | n/a | n/a | n/a | $128,409 | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 127 | n/a | n/a | n/a | $106,216 | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Beacon Admin and Consultants, Inc. codes 13 $25,704 PY2024
- C•••••• codes 11 $19,720 PY2024
- Larry Magarik Esq. codes 20 $14,175 PY2024
- Legacy Professionals LLP codes 10 $12,000 PY2024
- Beacon Admin and Consultants, Inc. codes 13 $25,272 PY2023
- Legacy Professionals LLP codes 10 $12,000 PY2023
- Larry Magarik Esq. codes 20 $9,450 PY2023
- C•••••• codes 11 $7,990 PY2023
- C•••••• codes 11 $30,869 PY2022
- Beacon Admin and Consultants, Inc. codes 13 $24,420 PY2022
- Larry Magarik Esq. codes 20 $18,480 PY2022
- Legacy Professionals LLP codes 10 $12,000 PY2022
- Asher, Gittler & D'Alba codes 29 $5,020 PY2022
What changed
2 events
- Mar 31, 2025Assets changedL••••••• T••••••• a•• P•••••• P•••••• total assets $128,409 -> $86,182 (-32.9%, 2024-03-31 to 2025-03-31)
- Mar 31, 2024Assets changedL••••••• T••••••• a•• P•••••• P•••••• total assets $106,216 -> $128,409 (+20.9%, 2023-03-31 to 2024-03-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 366506944-001
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.