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.
Taft-Hartley plan
District 65 Pension Plan
Taft-Hartley planWest Trenton, NJ
Assets
$2.1M
Total assets, Jan 31, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Jan 31, 2025
Commitments
0
none on the tape
Plan sponsor: Board of Trustees of the District 65 Pension Plan
Allocation policy
Form 5500, as of Jan 31, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 99.7%
Consultants and advisers
2 firms
- Larry Magarik, Esq Directed trusteethrough Jan 31, 2023 Form 5500
- First Actuarial Consulting, LLC Actuarythrough Jan 31, 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
16 readings
Contributions
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 Jan 31, 2025 | 4,224 | n/a | n/a | n/a | $2.1M | n/a | n/a | n/a |
| 2023 to Jan 31, 2024 | 4,536 | n/a | n/a | n/a | $2.1M | n/a | n/a | n/a |
| 2022 to Jan 31, 2023 | 4,790 | n/a | n/a | n/a | $2.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- I.e.shaffer & Co codes 14 50 $198,000 PY2024
- Baratz & Associates, P.A. codes 10 50 $15,900 PY2024
- Larry Magarik, Esq codes 25 50 $15,210 PY2024
- First Actuarial Consulting, Inc codes 11 50 $13,179 PY2024
- Cleary, Josem & Trigiani, LLP codes 29 50 $11,000 PY2024
- Schulte Roth & Zabel LLP codes 29 50 $10,724 PY2024
- I.e.shaffer & Co codes 14 50 $180,055 PY2023
- Baratz & Associates, P.A. codes 10 50 $15,500 PY2023
- Larry Magarik, Esq codes 25 50 $12,245 PY2023
- First Actuarial Consulting, Inc codes 11 50 $11,160 PY2023
- I.e.shaffer & Co codes 14 50 $175,978 PY2022
- Baratz & Associates, P.A. codes 10 50 $15,500 PY2022
- First Actuarial Consulting, Inc codes 11 50 $10,404 PY2022
- Larry Magarik, Esq codes 25 50 $8,760 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 136600145-001
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.