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•••••••• E•••••••• U•••• L•••• 1•• a•• E•••••••• J•••• P•••••• F•••
Taft-Hartley planElkins Park, PA
Assets
$43.4M
Total assets, Dec 31, 2024 reported
Funded
32.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: W•••••••• E•••••••• U•••• L•••• 1•• a•• E•••••••• J•••• P•••••• F•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.9%
- Non-interest-bearing cash 2.9%
- Corporate debt instruments (other) 10.1%
- U.S. Government securities 12.6%
- Common/collective trusts 33.9%
- Registered investment companies 0.0%
- Common stock 29.1%
Consultants and advisers
3 firms
- R•• W••••• M••••••••• Pension consultantthrough Dec 31, 2022 Form 5500
- A••••••••• B••• o• N•• Y••• Custodianthrough Dec 31, 2022 Form 5500
- T•• M•••••• C•••••• 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
- A••••••••• B••• o• N•• Y•••3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- L••• C•••••• M•••••• L••plan years 2023
- S•••• G••••• • C•plan years 2022
- C•••• • B•••••• L•••plan years 2022
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 Dec 31, 2024 | L••••••• T•••• M••••• 1••• I•• F•••collective trust | A••••••••• B••• o• N•• Y••• | Pooled vehicles | $14.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | L••••••• T•••• M••••• 1••• I•• F•••collective trust | A••••••••• B••• o• N•• Y••• | Pooled vehicles | $12.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | L••••••• T•••• M••••• 1••• I•• F•••collective trust | A••••••••• B••• o• N•• Y••• | Pooled vehicles | $12.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$135,121 (2023-12) · $152,673 (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 | 3,461 | n/a | n/a | n/a | $43.4M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 3,609 | n/a | n/a | n/a | $45.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 3,865 | n/a | n/a | n/a | $47.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Zenith American Solutions codes 13 15 50 $179,553 PY2024
- T•• M•••••• C•••••• codes 11 50 $161,989 PY2024
- C•••• and Beiler LP codes 28 51 $79,175 PY2024
- R•• W••••• M••••••••• codes 17 50 70 $30,000 PY2024
- Meranze, Katz & Gaudioso codes 29 50 $26,030 PY2024
- L••• Capital LLC codes 28 51 $20,853 PY2024
- A••••••••• B••• codes 19 50 $11,724 PY2024
- Bacheler & Company PC codes 10 50 PY2024
- L••••••• T•••• M••••• 1500 Index Fd Sched. D C $14.7M PY2024
- T•• M•••••• C•••••• codes 11 PY2024
- Zenith American Solutions codes 13 15 50 $178,260 PY2023
- T•• M•••••• C•••••• codes 11 50 $109,561 PY2023
- C•••• and Beiler LP codes 28 51 $73,065 PY2023
- R•• W••••• M••••••••• codes 17 50 70 $30,000 PY2023
- Meranze, Katz & Gaudioso codes 29 50 $26,073 PY2023
- Bacheler & Company PC codes 10 50 $23,367 PY2023
- L••• Capital LLC codes 28 51 $21,539 PY2023
- A••••••••• B••• codes 19 50 $11,470 PY2023
- L••••••• T•••• M••••• 1500 Index Fd Sched. D C $12.9M PY2023
- T•• M•••••• C•••••• codes 11 PY2023
- Zenith American Solutions Inc codes 13 15 50 $175,687 PY2022
- T•• M•••••• C•••••• codes 11 50 $88,000 PY2022
- Cook and B••••• LP codes 28 51 $83,078 PY2022
- R•• W••••• M••••••••• codes 17 50 70 $30,000 PY2022
- Bacheler & Co codes 10 50 $28,508 PY2022
- S••••, G••••• & Company codes 28 51 $27,474 PY2022
- Meranze, Katz & Gaudioso PC codes 29 50 $26,000 PY2022
- A••••••••• B••• codes 19 50 $13,318 PY2022
- Lvf1500 Sched. D C $12.7M PY2022
- T•• M•••••• C•••••• codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedW•••••••• E•••••••• U•••• L•••• 1•• a•• E•••••••• J•••• P•••••• F••• funded ratio 34.9% -> 32.4% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceS••••, G••••• & Company no longer appears on W•••••••• E•••••••• U•••• L•••• 1•• a•• E•••••••• J•••• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with S•••• G••••• • C•askebsa.dol.gov
- Dec 31, 2023Manager relationship startedL••• Capital LLC appears on W•••••••• E•••••••• U•••• L•••• 1•• a•• E•••••••• J•••• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with L••• C•••••• M•••••• L••askebsa.dol.gov
- Jan 1, 2023Funded status changedW•••••••• E•••••••• U•••• L•••• 1•• a•• E•••••••• J•••• P•••••• F••• funded ratio 37.2% -> 34.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedW•••••••• E•••••••• U•••• L•••• 1•• a•• E•••••••• J•••• P•••••• F••• plan assets $59M -> $45M (-23.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 236230368-001
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.