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
O•••••••• E•••••••• ••• • W•••••• C••••••••• A••••••••• I••• P•••••• T•••• F•••
Taft-Hartley planCasper, WY
Assets
$12.4M
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: B••••••••• E•••••••• L•••• 8•• • W•••••• C••••••••• A••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.2%
- Non-interest-bearing cash 6.8%
- Corporate debt instruments (preferred) 22.2%
- U.S. Government securities 21.7%
- Insurance company general account 24.7%
Consultants and advisers
1 firms
- M•••••••• I••• 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)
- T•••••••• W•••••• L••plan years 2023
- S•••••••• C•••••• A•••••••• I•••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
$30,809 (2023-12) · $49,517 (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 | 680 | n/a | n/a | n/a | $12.4M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 709 | n/a | n/a | n/a | $15.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 716 | n/a | n/a | n/a | $17.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Grooms & Harkins, P.C. codes 13 50 $81,000 PY2024
- T•••••••• Wealth codes 28 50 $26,207 PY2024
- M••••••• codes 11 50 $21,973 PY2024
- Needles & A••••iates, LLC codes 10 50 $21,336 PY2024
- Lincoln Financial Group codes 13 50 $11,589 PY2024
- Grooms & Harkins, P.C. codes 13 50 $47,250 PY2023
- Edward T. Hager, CPA, LLC codes 13 50 $33,750 PY2023
- T•••••••• Wealth codes 28 50 $30,809 PY2023
- M••••••• codes 11 50 $22,710 PY2023
- Needles & A••••iates, LLC codes 10 50 $20,785 PY2023
- Lincoln Financial Group codes 13 50 $9,478 PY2023
- Edward T. Hager, CPA, LLC codes 13 50 $81,000 PY2022
- S•••••••• C•••••• A•••••••• I••• codes 28 50 $40,120 PY2022
- Needles & A••••iates, LLC codes 10 50 $21,110 PY2022
- M••••••• codes 11 50 $20,313 PY2022
- Lincoln Financial Group codes 13 50 $9,397 PY2022
What changed
4 events
- Dec 31, 2024Assets changedO•••••••• E•••••••• ••• • W•••••• C••••••••• A••••••••• I••• P•••••• T•••• F••• total assets $15M -> $12M (-17.3%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Manager relationship endedinferenceS•••••••• C•••••• A•••••••• I••• no longer appears on O•••••••• E•••••••• ••• • W•••••• C••••••••• A••••••••• I••• P•••••• T•••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with S•••••••• C•••••• A•••••••• I•••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedT•••••••• Wealth appears on O•••••••• E•••••••• ••• • W•••••• C••••••••• A••••••••• I••• P•••••• T•••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with T•••••••• W•••••• L••askebsa.dol.gov
- Dec 31, 2023Assets changedO•••••••• E•••••••• ••• • W•••••• C••••••••• A••••••••• I••• P•••••• T•••• F••• total assets $18M -> $15M (-15.0%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 836011320-001
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.