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
T•••••••• L•••• 4•• P•••••• P•••
Taft-Hartley planNorth Brunswick, NJ
Assets
$3.3M
Total assets, Dec 31, 2024 reported
Funded
86.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: T•••••••• L•••• 4•• P•••••• F•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.5%
- Non-interest-bearing cash 1.0%
- Corporate debt instruments (other) 21.7%
- U.S. Government securities 22.6%
- Common/collective trusts 52.5%
Consultants and advisers
1 firms
- F•••• A•••••••• C••••••••• L•• Actuarythrough Dec 31, 2022 Form 5500
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
- B•• M•••••3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- H•• A•••• M•••••••••plan years 2022
Commitments
3 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 | B••• M••••• A•••••• S• S•••• I••••collective trust | B•• M••••• | Public equity | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | B••• M••••• A•••••• S• S•••• I••••collective trust | B•• M••••• | Public equity | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | B••• M••••• A•••••• S• S•••• I••••collective trust | B•• M••••• | Public equity | $1.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Net investment income
$313,337 (2023-12) · $-641,686 (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 | 213 | n/a | n/a | n/a | $3.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 221 | n/a | n/a | n/a | $3.1M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 205 | n/a | n/a | n/a | $2.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- F•••• A•••••••• C•••••••••, Inc. codes 11 50 $22,000 PY2024
- Mspc Cpa's and Advisors codes 10 50 $20,359 PY2024
- Paul a. Montalbano, Esq., LLC codes 29 50 $12,480 PY2024
- H•• A•••• M•••••••••, Inc. codes 28 51 $6,031 PY2024
- A•••••• Sl Sif S•••• I•••• Fund Uci Sched. D C $1.7M PY2024
- F•••• A•••••••• C•••••••••, Inc. codes 11 PY2024
- F•••• A•••••••• C•••••••••, Inc. codes 11 50 $23,200 PY2023
- Mspc Cpa's and Advisors codes 10 50 $18,475 PY2023
- Paul a. Montalbano, Esq., LLC codes 29 50 $9,250 PY2023
- H•• A•••• M•••••••••, Inc. codes 28 51 $5,153 PY2023
- A•••••• Sl Sif S•••• I•••• Fund Uci Sched. D C $1.5M PY2023
- F•••• A•••••••• C•••••••••, Inc. codes 11 PY2023
- F•••• A•••••••• C•••••••••, Inc. codes 11 50 $22,000 PY2022
- Mspc Cpa's and Advisors codes 10 50 $17,938 PY2022
- Paul a. Montalbano, Esq., LLC codes 29 50 $9,731 PY2022
- H•• A•••• M•••••••••, Inc. codes 28 51 $5,462 PY2022
- A•••••• Sl Sif S•••• I•••• Fund Uci Sched. D C $1.4M PY2022
- F•••• A•••••••• C•••••••••, Inc. codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedT•••••••• L•••• 4•• P•••••• P••• funded ratio 80.0% -> 86.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedT•••••••• L•••• 4•• P•••••• P••• plan assets $3M -> $3M (+11.4%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedT•••••••• L•••• 4•• P•••••• P••• total assets $3M -> $3M (+11.4%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedT•••••••• L•••• 4•• P•••••• P••• funded ratio 102.0% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedT•••••••• L•••• 4•• P•••••• P••• plan assets $3M -> $3M (-18.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 226128536-001
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.