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
W••••••••• H•••• C••••••••• L••••••• L•••• 6• P•••••• F•••
Taft-Hartley planHawthorne, NY
Assets
$342M
Total assets, Dec 31, 2024 reported
Funded
103.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
none on the tape
Plan sponsor: B•••• o• T••••••• L•••• 6• P•••••• F•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.1%
- Non-interest-bearing cash 0.6%
- Corporate debt instruments (other) 10.7%
- U.S. Government securities 19.8%
- Other investments 0.9%
- 103-12 investment entities 4.6%
- Registered investment companies 20.1%
- Common stock 39.7%
- Real estate (other than employer real property) 0.4%
Consultants and advisers
4 firms
- M•••••• L••••••••• • S•••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- T•• C••••••••• General consultantthrough Dec 31, 2022 Form 5500
- M•• B••• Custodianthrough Dec 31, 2022 Form 5500
- M•••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- U••••• I••••••••• A•••••••2 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- U••••• I••••••••• A•••••••• I•••plan years 2023
- S••••• B•••• A••••••••• I•••plan years 2022
- T••••••••• A•••• M••••••••• L•plan years 2022
- H•• A•••• M•••••••••plan years 2022
- C•••• • S••••• C•••••• M•••••••••plan years 2022
- A•••••• S•••••• C••••••• L•••plan years 2022
Commitments
2 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | U••••• I••••••••• T•• E••••• F•103 12 ie | U••••• I••••••••• A••••••• | Infrastructure | $15.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | U••••• I••••••••• T•• E••••• F•103 12 ie | U••••• I••••••••• A••••••• | Infrastructure | $14.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$869,407 (2023-12) · $955,933 (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 | 2,334 | n/a | n/a | n/a | $342M | n/a | n/a | $1.4M |
| 2023 to Dec 31, 2023 | 2,403 | n/a | n/a | n/a | $300M | n/a | n/a | $1.4M |
| 2022 to Dec 31, 2022 | 2,310 | n/a | n/a | n/a | $259M | n/a | n/a | $1.3M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- A•••••• S•••••• C••••••• L••• codes 28 51 $340,350 PY2024
- U••••• I••••••••• A•••••••• I••• codes 28 51 $242,145 PY2024
- T••••••••• A•••• M••••••••• L• codes 28 51 $220,523 PY2024
- Hudson Edge Investment Partners Inc codes 28 51 $179,617 PY2024
- M•••••• L•••• codes 27 51 70 $90,000 PY2024
- S••••• B•••• A••••••••• I••• codes 28 51 $82,664 PY2024
- M•• B••• Inst'l Retirement Services codes 19 51 $74,496 PY2024
- Barnes, Iaccarino & Shepherd LLP codes 29 50 $62,753 PY2024
- M•••••••• I••• codes 11 50 $58,000 PY2024
- C•••• & S••••• C/o M•••••• L•••• codes 28 51 $36,253 PY2024
- Christine Costa codes 14 50 $25,550 PY2024
- Citrin Cooperman & Company, LLP codes 10 50 $20,210 PY2024
- Citrin Cooperman Advisors LLC codes 10 50 $17,713 PY2024
- T•• C••••••••• codes 16 50 70 $9,450 PY2024
- U••••• I••••••••• Tax E••••• Fd Sched. D E $15.6M PY2024
- M•••••••• I••• codes 11 PY2024
- A•••••• S•••••• C••••••• L••• codes 28 51 $303,693 PY2023
- T••••••••• A•••• M••••••••• L• codes 28 51 $206,816 PY2023
- Hudson Edge Investment Partners Inc codes 28 51 $168,404 PY2023
- U••••• I••••••••• A•••••••• I••• codes 28 51 $142,323 PY2023
- M•••••• L•••• codes 27 51 70 $90,000 PY2023
- S••••• B•••• A••••••••• I••• codes 28 51 $69,497 PY2023
- M•• B••• Inst'l Retirement Services codes 19 51 $64,161 PY2023
- M•••••••• I••• codes 11 50 $58,000 PY2023
- Barnes, Iaccarino & Shepherd LLP codes 29 50 $57,254 PY2023
- C•••• & S••••• C/o M•••••• L•••• codes 28 51 $30,997 PY2023
- Gettry Marcus CPA, P.C. codes 10 50 $29,077 PY2023
- T•• C••••••••• codes 16 50 70 $6,300 PY2023
- Citrin Cooperman & Company, LLP codes 10 50 $5,894 PY2023
- U••••• I••••••••• Tax E••••• Fd Sched. D E $14.4M PY2023
- M•••••••• I••• codes 11 PY2023
- A•••••• S•••••• C••••••• L••• codes 28 51 $317,351 PY2022
- T••••••••• A•••• M••••••••• L• codes 28 51 $206,316 PY2022
- H•• A•••• M•••••••••, Inc. codes 28 51 $164,460 PY2022
- M•••••• L•••• codes 27 51 70 $90,000 PY2022
- S••••• B•••• A••••••••• I••• codes 28 51 $69,274 PY2022
- M•••••••• I••• codes 11 50 $68,621 PY2022
- M•• B••• Inst'l Retirement Services codes 19 51 $63,435 PY2022
- Barnes, Iaccarino & Shepherd LLP codes 29 50 $60,750 PY2022
- C•••• & S••••• C/o M•••••• L•••• codes 28 51 $45,096 PY2022
- Gettry Marcus CPA, P.C. codes 10 50 $38,949 PY2022
- T•• C••••••••• codes 16 50 70 $6,300 PY2022
- M•••••••• I••• codes 11 PY2022
What changed
7 events
- Dec 31, 2024Assets changedW••••••••• H•••• C••••••••• L••••••• L•••• 6• P•••••• F••• total assets $300M -> $342M (+13.9%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedW••••••••• H•••• C••••••••• L••••••• L•••• 6• P•••••• F••• funded ratio 99.7% -> 103.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedW••••••••• H•••• C••••••••• L••••••• L•••• 6• P•••••• F••• plan assets $259M -> $300M (+15.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedU••••• I••••••••• A•••••••• I••• appears on W••••••••• H•••• C••••••••• L••••••• L•••• 6• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with U••••• I••••••••• A•••••••• I•••askebsa.dol.gov
- Dec 31, 2023Assets changedW••••••••• H•••• C••••••••• L••••••• L•••• 6• P•••••• F••• total assets $259M -> $300M (+15.7%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedW••••••••• H•••• C••••••••• L••••••• L•••• 6• P•••••• F••• funded ratio 97.0% -> 99.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedW••••••••• H•••• C••••••••• L••••••• L•••• 6• P•••••• F••• plan assets $305M -> $259M (-15.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131962287-001
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.