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
L•••• 1••• I•• R••••••••• F•••
Taft-Hartley planRidgefield Park, NJ
Assets
$53.0M
Total assets, Sep 30, 2025 reported
Funded
104.7%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: L•••• 1••• I•• R••••••••• F•••
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.6%
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (other) 4.4%
- U.S. Government securities 12.0%
- Registered investment companies 68.5%
- Common stock 5.2%
Consultants and advisers
3 firms
- A••• T• N•••••• I••• Actuarythrough Sep 30, 2023 Form 5500
- R••••••• T•••• C•••••• Custodianthrough Sep 30, 2023 Form 5500
- B••• N••• C••••••••• L•• Actuarythrough Sep 30, 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)
- N•••••• A•••••••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
$193,787 (2024-09) · $205,252 (2023-09)
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 Sep 30, 2025 | 1,732 | n/a | n/a | n/a | $53.0M | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 2,022 | n/a | n/a | n/a | $47.1M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 1,987 | n/a | n/a | n/a | $40.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- N•••••• A••••••• codes 28 51 52 $163,387 PY2024
- Adam Harris codes 30 50 $100,966 PY2024
- David Harris codes 30 50 $95,549 PY2024
- Richard Gallo codes 30 50 $94,632 PY2024
- Novak Francella LLC codes 10 50 $39,429 PY2024
- Eric M Harris, Esq. P.C. codes 29 50 $24,000 PY2024
- B••• N••• C••••••••• L•• codes 11 50 $21,300 PY2024
- R••••••• Trust Co codes 19 28 51 $13,280 PY2024
- United Labor Systems codes 15 50 $12,500 PY2024
- Optimum Technologies, Inc. codes 49 50 99 $9,600 PY2024
- B••• N••• C••••••••• LLC codes 11 PY2024
- N•••••• A••••••• codes 28 51 52 $189,787 PY2023
- Adam Harris codes 30 50 $98,901 PY2023
- Richard Gallo codes 30 50 $93,325 PY2023
- David Harris codes 30 50 $92,582 PY2023
- Novak Francella LLC codes 10 50 $33,758 PY2023
- Nancy Bonsanti codes 30 50 $30,479 PY2023
- Eric M Harris, Esq. P.C. codes 29 50 $24,000 PY2023
- B••• N••• C••••••••• L•• codes 11 50 $18,800 PY2023
- R••••••• Trust Co codes 19 28 51 $17,522 PY2023
- United Labor Systems codes 15 50 $12,050 PY2023
- Optimum Technologies, Inc. codes 49 50 99 $9,600 PY2023
- PNG Cyber, LLC codes 49 50 99 $6,095 PY2023
- B••• N••• C••••••••• LLC codes 11 PY2023
- N•••••• A••••••• codes 28 51 52 $185,983 PY2022
- Adam Harris codes 30 50 $90,797 PY2022
- David Harris codes 30 50 $86,813 PY2022
- Richard Gallo codes 30 50 $78,097 PY2022
- Novak Francella LLC codes 10 50 $31,611 PY2022
- Eric M Harris, Esq. P.C. codes 29 50 $24,000 PY2022
- A••• T• N•••••• I••• codes 11 50 $18,800 PY2022
- R••••••• Trust Co codes 19 28 51 $16,269 PY2022
- Optimum Technologies, Inc. codes 49 50 99 $9,600 PY2022
- United Labor Systems codes 15 50 $6,950 PY2022
- B••• N••• C••••••••• LLC codes 11 PY2022
What changed
5 events
- Sep 30, 2025Assets changedL•••• 1••• I•• R••••••••• F••• total assets $47M -> $53M (+12.7%, 2024-09-30 to 2025-09-30)
- Oct 1, 2024Funded status changedL•••• 1••• I•• R••••••••• F••• funded ratio 106.8% -> 104.7% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedL•••• 1••• I•• R••••••••• F••• plan assets $41M -> $47M (+15.4%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedL•••• 1••• I•• R••••••••• F••• total assets $40M -> $47M (+16.8%, 2023-09-30 to 2024-09-30)
- Oct 1, 2023Funded status changedL•••• 1••• I•• R••••••••• F••• funded ratio 83.9% -> 106.8% (2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 226244648-001
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.