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
P••••••••• W•••••• P•••••• F•••
Taft-Hartley planNEW York, NY
Assets
$5.9M
Total assets, Dec 31, 2024 reported
Funded
59.1%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: P••••••••• W•••••• P•••••• F•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.0%
- Non-interest-bearing cash 9.3%
- Corporate debt instruments (other) 7.3%
- U.S. Government securities 10.5%
- Common stock 68.2%
Consultants and advisers
1 firms
- S•••••• a•• C•••••• 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)
- S••••• B•••• A••••••••• I•••plan years 2022
- H•••••• L•••••• L•plan years 2022
- B••••• F•••••••• M••••••••• L••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
22 readings
Plan assets
Funded ratio
Contributions
Investment management fees
$50,175 (2023-12) · $116,640 (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 | 295 | n/a | n/a | n/a | $5.9M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 296 | n/a | n/a | n/a | $8.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 336 | n/a | n/a | n/a | $9.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Littler Mendelson P.C. codes 29 $68,113 PY2024
- S•••••• & Company, Inc codes 11 $44,500 PY2024
- Samuel Goldstein & Co., P.C. codes 10 $37,500 PY2024
- Lindabury,mccormick,estabrook & Coo codes 20 $14,211 PY2024
- S••••• B•••• Associates, Inc codes 28 $14,061 PY2024
- H•••••• L•••••• codes 28 $13,716 PY2024
- B••••• F•••••••• M••••••••• L•• codes 28 $13,199 PY2024
- Stulberg & Walsh, LLP codes 20 $8,015 PY2024
- S•••••• & Company, Inc codes 11 $44,500 PY2023
- Samuel Goldstein & Co., P.C. codes 10 $37,500 PY2023
- S••••• B•••• Associates, Inc codes 28 $21,617 PY2023
- B••••• F•••••••• M••••••••• L•• codes 28 $12,386 PY2023
- H•••••• L•••••• codes 28 $10,265 PY2023
- Lloyd Somer Esq codes 29 $9,600 PY2023
- Littler Mendelson P.C. codes 29 $6,000 PY2023
- Povol & Company, CPA, PC codes 10 $55,000 PY2022
- S•••••• & Company, Inc. codes 11 $44,500 PY2022
- S••••• B•••• A••••••••• I••• codes 28 $22,150 PY2022
- H•••••• L•••••• codes 28 $18,268 PY2022
- B••••• F•••••••• M••••••••• L•• codes 28 $16,433 PY2022
- Lloyd Somer Esq codes 29 $15,800 PY2022
- S•••••• a•• C••••••, LLC codes 11 PY2022
What changed
2 events
- Dec 31, 2024Assets changedP••••••••• W•••••• P•••••• F••• total assets $8M -> $6M (-27.0%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Assets changedP••••••••• W•••••• P•••••• F••• total assets $10M -> $8M (-16.9%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131976397-001
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.