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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Taft-Hartley plan
T•••••••• L•••• 1•• P•••••• F•••
Taft-Hartley planCherry Hill, NJ
Assets
$19.7M
Total assets, Mar 31, 2025 reported
Funded
41.4%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
0
none on the tape
Plan sponsor: B•••• o• T••••••• T•••••••• L•••• 1•• P•••••• F•••
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.9%
- Non-interest-bearing cash 0.6%
- Corporate debt instruments (other) 57.8%
- U.S. Government securities 6.2%
- Registered investment companies 22.6%
- Common stock 10.0%
Consultants and advisers
3 firms
- G•• F•••••••• S•••••••• Investment adviser (plan)through Mar 31, 2023 Form 5500
- O••••••••• • A••••••••• Actuarythrough Mar 31, 2023 Form 5500
- O••••••••• A••••••••• Actuarythrough Mar 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- V••• I••••••••• M••••••••• C• L••plan years 2023
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
$32,463 (2024-03) · $49,015 (2023-03)
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 Mar 31, 2025 | 503 | n/a | n/a | n/a | $19.7M | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 508 | n/a | n/a | n/a | $7.5M | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 532 | n/a | n/a | n/a | $7.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- G•• F•••••••• S•••••••• codes 27 51 $76,651 PY2024
- O••••••••• A•••••••••, Inc. codes 11 14 15 51 $46,159 PY2024
- Mspc, Cpa's & Advisors, P.C. codes 10 50 $23,200 PY2024
- Levy Ratner, P.C. codes 29 50 $12,000 PY2024
- O••••••••• A•••••••••, Inc. codes 11 PY2024
- O••••••••• A•••••••••, Inc. codes 11 14 15 51 $54,566 PY2023
- G•• F•••••••• S•••••••• codes 27 51 $32,463 PY2023
- Levy Ratner, P.C. codes 29 50 $12,406 PY2023
- O••••••••• A•••••••••, Inc. codes 11 PY2023
- O••••••••• A•••••••••, Inc. codes 11 14 15 51 $46,160 PY2022
- G•• F•••••••• S•••••••• codes 27 51 $42,427 PY2022
- Mspc, Cpa's & Advisors, P.C. codes 10 50 $19,000 PY2022
- Levy Ratner, P.C. codes 29 50 $12,170 PY2022
- V••• codes 28 51 $6,588 PY2022
- O••••••••• A•••••••••, Inc. codes 11 PY2022
What changed
4 events
- Mar 31, 2025Assets changedT•••••••• L•••• 1•• P•••••• F••• total assets $7M -> $20M (+163.1%, 2024-03-31 to 2025-03-31)
- Dec 31, 2023Manager relationship endedinferenceV••• no longer appears on T•••••••• L•••• 1•• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with V••• I••••••••• M••••••••• C• L••askebsa.dol.gov
- Apr 1, 2023Funded status changedT•••••••• L•••• 1•• P•••••• F••• funded ratio 47.6% -> 41.0% (2022-04-01 to 2023-04-01)
- Apr 1, 2023Assets changedT•••••••• L•••• 1•• P•••••• F••• plan assets $9M -> $7M (-14.4%, 2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 226106515-001
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.