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••••••• • P••••••••• L•••• U•••• N•• 5•• P•••••• F•••
Taft-Hartley planGoodlettsville, TN
Assets
$212M
Total assets, Mar 31, 2025 reported
Funded
88.1%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
3
none on the tape
Plan sponsor: T••••••• o• P••••••• a•• P••••••••• L•••• U•••• N•• 5•• P•••••• F•••
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.3%
- Non-interest-bearing cash 1.1%
- Partnership/joint venture interests 24.1%
- Common/collective trusts 2.8%
- Master trust investment accounts 4.2%
- Registered investment companies 64.6%
- Real estate (other than employer real property) 2.0%
Consultants and advisers
5 firms
- S••••••• B•••••• A••••••••• General consultantthrough Mar 31, 2023 Form 5500
- S•••••••• C•••••• I••••••••• Investment adviser (plan)through Mar 31, 2023 Form 5500
- U••••• A•••••••• S•••••••• I••• Actuarythrough Mar 31, 2023 Form 5500
- F•••• M•••••• W••••• M••••••••• Custodianthrough Mar 31, 2023 Form 5500
- N••••••• I••••••••• S••••••• Custodianthrough Mar 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- S••••••••• C••• a•• V•••• A•••••••plan years 2024
- W••••••••• C•••••• M••••••••• I•••plan years 2023
Commitments
3 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 Mar 31, 2025 | U• C••• P••••••• I••••••••• T••••collective trust | US C••• Partners | Pooled vehicles | $5.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | U• C••• P••••••• I••••••••• T••••collective trust | US C••• Partners | Pooled vehicles | $5.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | U• C••• P••••••• I••••••••• T••••collective trust | US C••• Partners | Pooled vehicles | $6.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$254,559 (2024-03) · $237,285 (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 | 2,398 | n/a | n/a | n/a | $212M | $51.0M | $8.8M | $4.2M |
| 2023 to Mar 31, 2024 | 2,330 | n/a | n/a | n/a | $200M | $40.3M | $8.4M | $5.4M |
| 2022 to Mar 31, 2023 | 934 | n/a | n/a | n/a | $176M | $36.8M | $8.0M | $3.4M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- S••••••• B•••••• A••••••••• codes 14 16 $136,157 PY2024
- N••••••• I••••••••• S••••••• codes 19 28 $105,242 PY2024
- S•••••••• C•••••• I••••••••• codes 27 $88,010 PY2024
- W••••••••• Capital codes 28 $53,229 PY2024
- Lapadula Carlson & Co. codes 10 $22,609 PY2024
- Godwin Morris Laurenzi & Bloomfield codes 29 $14,780 PY2024
- Eberts & Harrison Inc. codes 22 $10,988 PY2024
- F•••• M•••••• W••••• M••••••••• codes 19 $10,050 PY2024
- United Acturial Services codes 11 $7,400 PY2024
- W••••••••• Capital Jmt Mortgage Inc Sched. D M $8.8M PY2024
- U• C••• P••••••• I••••••••• T•••• Sched. D C $5.9M PY2024
- United A•••••••• Services Inc. codes 11 PY2024
- S••••••• B•••••• A••••••••• codes 14 16 $138,914 PY2023
- S•••••••• C•••••• I••••••••• codes 27 $85,000 PY2023
- N••••••• I••••••••• S••••••• codes 19 28 $82,993 PY2023
- W••••••••• Capital codes 28 $30,182 PY2023
- S••••••••• C••• a•• V•••• A••••••• codes 28 $25,143 PY2023
- Lapadula Carlson & Co. codes 10 $21,500 PY2023
- Eberts & Harrison Inc. codes 22 $15,258 PY2023
- Godwin Morris Laurenzi & Bloomfield codes 29 $12,685 PY2023
- F•••• M•••••• W••••• M••••••••• codes 19 $10,150 PY2023
- United Acturial Services codes 11 $5,725 PY2023
- W••••••••• Capital Jmt Mortgage Inc Sched. D M $8.4M PY2023
- U• C••• P••••••• I••••••••• T•••• Sched. D C $5.8M PY2023
- United A•••••••• Services Inc. codes 11 PY2023
- S••••••• B•••••• A••••••••• codes 14 16 $132,249 PY2022
- N••••••• I••••••••• S••••••• codes 19 28 $107,011 PY2022
- S•••••••• C•••••• I••••••••• codes 27 $84,638 PY2022
- W••••••••• Capital codes 28 $37,026 PY2022
- Dennis G. Jenkins, C.P.A. LLC codes 10 $15,500 PY2022
- Godwin Morris Laurenzi & Bloomfield codes 29 $12,623 PY2022
- Eberts & Harrison Inc. codes 22 $10,939 PY2022
- F•••• M•••••• W••••• M••••••••• codes 19 28 $10,000 PY2022
- United Acturial Services codes 11 $6,575 PY2022
- W••••••••• Capital Jmt Mortgage Inc Sched. D M $8.0M PY2022
- U• C••• P••••••• I••••••••• T•••• Sched. D C $6.4M PY2022
- United A•••••••• Services Inc. codes 11 PY2022
What changed
7 events
- Dec 31, 2024Manager relationship endedinferenceS••••••••• C••• a•• V•••• A••••••• no longer appears on P••••••• • P••••••••• L•••• U•••• N•• 5•• P•••••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)with S••••••••• C••• a•• V•••• A•••••••askebsa.dol.gov
- Apr 1, 2024Funded status changedP••••••• • P••••••••• L•••• U•••• N•• 5•• P•••••• F••• funded ratio 83.8% -> 88.1% (2023-04-01 to 2024-04-01)
- Apr 1, 2024Assets changedP••••••• • P••••••••• L•••• U•••• N•• 5•• P•••••• F••• plan assets $175M -> $200M (+14.0%, 2023-04-01 to 2024-04-01)
- Mar 31, 2024Assets changedP••••••• • P••••••••• L•••• U•••• N•• 5•• P•••••• F••• total assets $176M -> $200M (+14.0%, 2023-03-31 to 2024-03-31)
- Dec 31, 2023Manager relationship startedS••••••••• C••• a•• V•••• A••••••• appears on P••••••• • P••••••••• L•••• U•••• N•• 5•• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with S••••••••• C••• a•• V•••• A•••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceF•••• M•••••• W••••• M••••••••• no longer appears on P••••••• • P••••••••• L•••• U•••• N•• 5•• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with F•••• M•••••• W••••• M•••••••••askebsa.dol.gov
- Apr 1, 2023Funded status changedP••••••• • P••••••••• L•••• U•••• N•• 5•• P•••••• F••• funded ratio 81.1% -> 83.8% (2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 626102837-001
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.