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
G•••••• W•••••••• M••••••••• R••••••••• I•••••
Taft-Hartley planMilwaukee, WI
Assets
$3.1M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
7
none on the tape
Plan sponsor: B•••• o• T••••••• G•••••• W•••••••• E••••••••• P•••••• T•••• F•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 14.2%
- Common/collective trusts 85.2%
Consultants and advisers
2 firms
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
- R•••••• T•••• C••••••7 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- R•••••• T•••• C••••••plan years 2022
Commitments
7 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 | R•••••• F•••• I••••• I• F•••collective trust | R•••••• T•••• C•••••• | f•••• i••••• | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | R•••••• M••••••••• B••• F•••collective trust | R•••••• T•••• C•••••• | f•••• i••••• | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | R•••••• F•••• I••••• I• F•••collective trust | R•••••• T•••• C•••••• | f•••• i••••• | $3.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | R•••••• M••••••••• B••• F•••collective trust | R•••••• T•••• C•••••• | f•••• i••••• | $3.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | R•••••• 1••• I•••• F••••••••• I•collective trust | R•••••• T•••• C•••••• | Pooled vehicles | $19,374 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | R•••••• F•••• I••••• I• F•••collective trust | R•••••• T•••• C•••••• | f•••• i••••• | $6.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | R•••••• M••••••••• B••• F•••collective trust | R•••••• T•••• C•••••• | f•••• i••••• | $6.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
21 readings
Investment management fees
$45,142 (2023-12) · $69,115 (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 | 2,052 | n/a | n/a | n/a | $3.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,103 | n/a | n/a | n/a | $8.2M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,156 | n/a | n/a | n/a | $13.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Benefit Plan Administration of Wi codes 15 50 99 $103,082 PY2024
- The S•••• Company codes 11 50 $69,864 PY2024
- R•••••• T•••• C•••••• codes 28 51 68 $23,325 PY2024
- The Previant Law Firm codes 29 50 $16,726 PY2024
- Sikich CPA LLC codes 10 50 $16,480 PY2024
- U• B••• codes 19 50 $5,468 PY2024
- R•••••• F•••• I••••• I• F••• Sched. D C $1.3M PY2024
- R•••••• M••••••••• B••• F••• Sched. D C $1.3M PY2024
- Benefit Plan Administration of Wi codes 15 50 99 $95,694 PY2023
- R•••••• T•••• C•••••• codes 28 51 68 $45,142 PY2023
- The S•••• Company codes 11 50 $42,250 PY2023
- Sikich LLP codes 10 50 $16,000 PY2023
- The Previant Law Firm codes 29 50 $7,173 PY2023
- U• B••• codes 19 50 $5,325 PY2023
- R•••••• F•••• I••••• I• F••• Sched. D C $3.9M PY2023
- R•••••• M••••••••• B••• F••• Sched. D C $3.9M PY2023
- R•••••• 1••• I•••• Fund Sched. D C PY2023
- Benefit Plan Administration of Wi codes 15 50 99 $97,697 PY2022
- R•••••• T•••• C•••••• codes 28 51 68 $69,115 PY2022
- The S•••• Company codes 11 50 $39,000 PY2022
- Sikich LLP codes 10 50 $14,850 PY2022
- The Previant Law Firm codes 29 $9,270 PY2022
- U• B••• codes 19 50 $9,138 PY2022
- R•••••• 1••• I•••• Fund Sched. D C $19,374 PY2022
- R•••••• F•••• I••••• I• F••• Sched. D C $6.3M PY2022
- R•••••• M••••••••• B••• F••• Sched. D C $6.3M PY2022
What changed
3 events
- Dec 31, 2024Assets changedG•••••• W•••••••• M••••••••• R••••••••• I••••• total assets $8M -> $3M (-62.1%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Holding endedinferenceG•••••• W•••••••• M••••••••• R••••••••• I••••• no longer reports R•••••• 1••• I•••• F••••••••• I• (R•••••• T•••• C••••••) (last held $19,374 at 2022-12-31; absent from the 2023-12-31 filing)with R•••••• T•••• C••••••askebsa.dol.gov
- Dec 31, 2023Assets changedG•••••• W•••••••• M••••••••• R••••••••• I••••• total assets $13M -> $8M (-37.0%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 396188024-001
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.