DFX Intelligence

Allocator Intelligence

Wine and Liquor Salesmen of Nj Retirement Plan

Taft-Hartley plan· West Trenton, New Jersey

Taft-Hartley plan, based in West Trenton, New Jersey, reporting $627,900 in assets, for 545 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$627,900
View relationshipsAsk DFX about this allocator
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Open searchesAllocation policy
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2025, Wine and Liquor Salesmen of Nj Retirement Plan total assets $743,066 -> $627,900 (-15.5%, 2024-12-31 to 2025-12-31).

Relationship network

5 connected entities

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Some relationships on this record are counted rather than named here. They open with the full profile.

Wine and Liquor Salesmen of Nj Retirement Plan
NJ

1 more service provider on this record

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Reading the network
  • Service provider
  • Organization
›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$627,900
Total assets, Dec 31, 2025 reported
Funded
not on record
not filed
Private markets target
no policy read
policy Dec 31, 2025
Commitments
0
none on the tape
Plan sponsor: Trustees-Wine and Liquor Salesmen of Nj Retirement Fund

Allocation policy

Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 77.5%

Consultants and advisers

1 firm

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.

What changed

1 event
  • Dec 31, 2025Assets changed
    Wine and Liquor Salesmen of Nj Retirement Plan total assets $743,066 -> $627,900 (-15.5%, 2024-12-31 to 2025-12-31)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

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

24 readings
Total assets
$627,900 Dec 31, 2025 reported Form 5500
$743,066 (2024-12) · $774,763 (2023-12) · $767,951 (2022-12)
Net assets
$607,642 Dec 31, 2025 reported Form 5500
$729,066 (2024-12) · $762,821 (2023-12) · $753,234 (2022-12)
Participants
545 Jan 1, 2025 reported Form 5500
585 (2024-01) · 609 (2023-01) · 638 (2022-01)
Contributions
$2.0M Dec 31, 2025 reported Form 5500
$2.2M (2024-12) · $2.3M (2023-12) · $2.4M (2022-12)
Benefits paid
$2.1M Dec 31, 2025 reported Form 5500
$2.2M (2024-12) · $2.2M (2023-12) · $2.3M (2022-12)
Net investment income
-$121,424 Dec 31, 2025 reported Form 5500
-$33,755 (2024-12) · $9,587 (2023-12) · $48,546 (2022-12)

Form 5500 filings

4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 2025545Not disclosedNot disclosedn/a$627,900Not disclosedNot disclosedNot disclosed
2024 to Dec 31, 2024585Not disclosedNot disclosedn/a$743,066Not disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023609Not disclosedNot disclosedn/a$774,763Not disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022638Not disclosedNot disclosedn/a$767,951Not disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • I.E. Shaffer & Co. codes 11 14 $48,561 PY2025
  • David a Gerson CPA & Assoc PC codes 10 $16,000 PY2025
  • Oransky, Scaraggi, Borg Esq codes 29 $1,316 PY2025

+7 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Provenance

Identifiers: EIN-PN 221546279-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.

Not yet on record: funded ratio, fund commitments, managers.

Record history

1 dated event on the change ledger, latest event first
  • Total assets changed
    2025-12-31source on record

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+2 connections on the graph

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.