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.
Corporate pension
The Legal Aid Society Retirement Plan
Corporate pensionNEW York, NY
Assets
$52.7M
Total assets, Jun 30, 2025 reported
Funded
80.0%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: The Legal Aid Society
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Corporate debt instruments (other) 90.3%
- U.S. Government securities 3.8%
- Partnership/joint venture interests 1.1%
- Registered investment companies 3.4%
Consultants and advisers
2 firms
- Buck Global, LLC Actuarythrough Jun 30, 2023 Form 5500
- BNY Mellon Trusteethrough Jun 30, 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
33 readings
Investment management fees
$234,267 (2024-06) · $207,551 (2023-06)
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 Jun 30, 2025 | 581 | $55.3M | $48.8M | 80.0% | $52.7M | $572,614 | n/a | n/a |
| 2023 to Jun 30, 2024 | 597 | $54.5M | $52.7M | 85.3% | $55.4M | $562,877 | n/a | n/a |
| 2022 to Jun 30, 2023 | 612 | $56.0M | $55.7M | 84.8% | $54.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Buck Global, LLC codes 11 17 50 70 $627,483 PY2024
- BNY Mellon codes 21 27 28 50 72 $278,408 PY2024
- Proskauer codes 29 50 $6,451 PY2024
- Buck Global, LLC codes 11 PY2024
- Buck Global, LLC codes 11 17 50 70 $662,034 PY2023
- BNY Mellon codes 21 27 28 50 72 $234,267 PY2023
- Proskauer codes 29 50 $15,777 PY2023
- RSM US LLP codes 10 50 $10,500 PY2023
- Buck Global, LLC codes 11 PY2023
- Buck Global, LLC codes 11 17 50 70 $398,506 PY2022
- BNY Mellon codes 21 27 28 50 72 $207,551 PY2022
- RSM US LLP codes 10 50 $34,650 PY2022
- Buck Global, LLC codes 11 PY2022
What changed
1 events
- Jul 1, 2024Funded status changedThe Legal Aid Society Retirement Plan funded ratio 85.3% -> 80.0% (2023-07-01 to 2024-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135562265-001
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.