Bakery and Sales Drivers' Local 33 Partitioned Pen
Taft-Hartley plan, based in Mount Laurel, New Jersey, reporting $143,646 in assets, for 279 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 13 Jan 2025, Bakery and Sales Drivers' Local 33 Partitioned Pen total assets $164,076 -> $143,646 (-12.5%, 2024-01-13 to 2025-01-13).
Relationship network
8 connected entities
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Non-interest-bearing cash 97.9%
Consultants and advisers
- Bolton Partners, Inc. ActuaryPension consultantthrough Jan 13, 2025 Form 5500
- Larry Magarik, Esq Directed trusteethrough Jan 13, 2023 Form 5500
People
Manager roster
What changed
- Jan 13, 2025Assets changedBakery and Sales Drivers' Local 33 Partitioned Pen total assets $164,076 -> $143,646 (-12.5%, 2024-01-13 to 2025-01-13)
- Jan 13, 2024Assets changedBakery and Sales Drivers' Local 33 Partitioned Pen total assets $204,117 -> $164,076 (-19.6%, 2023-01-13 to 2024-01-13)
- Dec 31, 2023Consultant changedinferenceBolton Partners Inc no longer appears on Bakery and Sales Drivers' Local 33 Partitioned Pen's Schedule C as pension consultant (plan year 2023 vs 2022)with Bolton Partners, Inc.askebsa.dol.gov
Commitments
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jan 13, 2025 | 279 | Not disclosed | Not disclosed | n/a | $143,646 | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jan 13, 2024 | 278 | Not disclosed | Not disclosed | n/a | $164,076 | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jan 13, 2023 | 286 | Not disclosed | Not disclosed | n/a | $204,117 | Not disclosed | Not disclosed | Not disclosed |
- Beacon Administrators & Consultants codes 13 50 $48,000 PY2024
- Larry Magarik, Esq codes 25 50 $25,515 PY2024
- Bolton Partners, Inc. codes 11 50 $17,870 PY2024
+11 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Not yet on record: funded ratio, fund commitments, managers.
Record history
- Total assets changed2025-01-13source on record
- Total assets changed2024-01-13source on record
- Consultant changed2023-12-31source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+4 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.