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
S••••••••• E••••••••• W•••••• P•••••• P•••
Taft-Hartley planAlameda, CA
Assets
$7.1M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: B•••• o• T•••••••• S••••••••• E••••••••• W••••••
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 0.5%
- Corporate debt instruments (other) 61.6%
- Registered investment companies 34.1%
Consultants and advisers
1 firms
- N••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- B•••• o• T•••••••• S••••••••• E••••••••• W••••••plan years 2024
- S•••••plan years 2022
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
21 readings
Investment management fees
$13,447 (2023-12) · $18,253 (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 | 114 | n/a | n/a | n/a | $7.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 147 | n/a | n/a | n/a | $7.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 144 | n/a | n/a | n/a | $6.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Neyhart Anderson Flynn & Grosboll codes 29 50 $18,935 PY2024
- Miller Kaplan Arase LLP codes 10 50 $13,500 PY2024
- N••• codes 11 50 $12,000 PY2024
- S••••• codes 28 50 $10,912 PY2024
- Zenith American Solutions codes 13 50 $10,148 PY2024
- Eberts & Harrison, Inc. codes 22 53 PY2024
- S••••• codes 28 50 $13,447 PY2023
- Miller Kaplan Arase LLP codes 10 50 $13,100 PY2023
- N••• codes 11 50 $12,000 PY2023
- Zenith American Solutions codes 13 50 $8,041 PY2023
- Eberts & Harrison, Inc. codes 22 53 PY2023
- S••••• codes 28 50 $18,153 PY2022
- Miller Kaplan Arase LLP codes 10 50 $16,350 PY2022
- United Administrative Services codes 13 50 $10,963 PY2022
- N••• codes 11 50 $9,000 PY2022
- Neyhart, Anderson, Flynn & Grosboll codes 29 50 $8,000 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 942584061-001
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.