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
U••••• F••• • C••••••••• W•••••• P•••••• F••• o• N••••••••• P•••••••••
Taft-Hartley planPlymouth Meeting, PA
Assets
$1.0M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: U••••• F••• • C••••••••• W•••••• P•••••• F• N• P•
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 63.6%
Consultants and advisers
1 firms
- C••• R••••••••• P••• A••••••• S••••••• Actuarythrough 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
18 readings
Net investment income
$57,773 (2023-12) · $-130,008 (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 | 1,409 | n/a | n/a | n/a | $1.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,434 | n/a | n/a | n/a | $1.1M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,444 | n/a | n/a | n/a | $1.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Alan Ross & Company, PC codes 10 50 $11,500 PY2024
- Willig Williams & Davidson codes 29 50 $10,573 PY2024
- Healthcare Strategies, Inc codes 13 50 $9,068 PY2024
- Willig Williams & Davidson codes 29 50 $19,552 PY2023
- C••• codes 11 50 $12,587 PY2023
- Alan Ross & Company, PC codes 10 50 $11,500 PY2023
- Healthcare Strategies, Inc codes 13 50 $8,790 PY2023
- Obrien, Belland & Bushinksky, LLC codes 29 50 $15,264 PY2022
- Healthcare Strategies, Inc codes 13 50 $15,000 PY2022
- C••• codes 11 50 $11,520 PY2022
- Alan Ross & Company, PC codes 10 50 $11,500 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 236410991-001
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.