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
I••• L•••• U•••• N• 6•• P••••••
Taft-Hartley planRoseland, NJ
Assets
$22.7M
Total assets, Dec 31, 2024 reported
Funded
89.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: T••••••• o• I••• L•••• N• 6•• P•••••• F•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.9%
- Non-interest-bearing cash 1.0%
- Registered investment companies 97.4%
Consultants and advisers
6 firms
- M•••••• I••••••••• Investment adviser (plan)through Dec 31, 2024 Form 5500
- A•••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- A••••••• M••••••••• P••••••• L•• Actuarythrough Dec 31, 2024 Form 5500
- B••••••• L• R•••• Actuarythrough Dec 31, 2022 Form 5500
- C••••• A••••••••• Actuarythrough Dec 31, 2022 Form 5500
- M•• B••• Custodianthrough Dec 31, 2022 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
30 readings
Investment management fees
$25,000 (2023-12) · $36,518 (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 | 311 | n/a | n/a | n/a | $22.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 312 | n/a | n/a | n/a | $20.2M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 307 | n/a | n/a | n/a | $17.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Fabian & Byrn codes 13 50 $43,877 PY2024
- M•••••• I••••••••• codes 27 51 $25,000 PY2024
- A••••••• M••••••••• Partners codes 11 50 $24,230 PY2024
- The Manufacturers and Trades Trust codes 19 51 62 71 72 $13,558 PY2024
- Meyer Unkovic & Scott LLP codes 29 50 $11,043 PY2024
- Fischer Dorwart, PC codes 10 50 $10,500 PY2024
- Kang, Haggerty & Fretbroyt LLC codes 29 50 $8,739 PY2024
- B••••••• L• R•••• codes 11 PY2024
- Fabian & Byrn codes 13 50 $42,651 PY2023
- A•••• codes 27 51 $25,000 PY2023
- C••••• A•••••••••, Inc. codes 11 50 $22,000 PY2023
- The Manufacturers and Trades Trust codes 19 51 62 71 72 $12,059 PY2023
- Fischer Dorwart, PC codes 10 50 $10,500 PY2023
- Meyer Unkovic & Scott LLP codes 29 50 $9,069 PY2023
- Kang, Haggerty & Fretbroyt LLC codes 29 50 $8,333 PY2023
- B••••••• L• R•••• codes 11 PY2023
- Fabian & Byrn codes 13 50 $35,628 PY2022
- A•••• codes 27 51 $25,000 PY2022
- C••••• A•••••••••, Inc. codes 11 50 $21,000 PY2022
- Meyer Unkovic & Scott LLP codes 29 50 $15,466 PY2022
- The Manufacturers and Trades Trust codes 19 51 62 71 72 $11,518 PY2022
- Fischer Dorwart, PC codes 10 50 $10,000 PY2022
- Kang, Haggerty & Fretbroyt LLC codes 29 50 $8,333 PY2022
- B••••••• L• R•••• codes 11 PY2022
What changed
7 events
- Dec 31, 2024Consultant changedinferenceM•••••• I••••••••• appears on I••• L•••• U•••• N• 6•• P••••••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with M•••••• I•••••••••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceA•••• no longer appears on I••• L•••• U•••• N• 6•• P••••••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with A••••askebsa.dol.gov
- Dec 31, 2024Assets changedI••• L•••• U•••• N• 6•• P•••••• total assets $20M -> $23M (+12.6%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedI••• L•••• U•••• N• 6•• P•••••• plan assets $17M -> $20M (+15.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedI••• L•••• U•••• N• 6•• P•••••• total assets $17M -> $20M (+16.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedI••• L•••• U•••• N• 6•• P•••••• funded ratio 90.7% -> 88.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedI••• L•••• U•••• N• 6•• P•••••• plan assets $21M -> $17M (-17.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 236423158-001
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.