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.

Taft-Hartley plan

Wood Wire and Metal Lathing Ind. General Pension Plan & General Pension Fund

Taft-Hartley planWilmington, DE
Assets
$4.5M
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: Trustees of Metal Lathing Ind. Gen Pen Plan & Gen Pen Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 4.8%
  • Non-interest-bearing cash 1.3%
  • Registered investment companies 93.7%
Consultants and advisers
3 firms
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)
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
18 readings
Total assets
$4.5M Dec 31, 2024 reported Form 5500
$4.6M (2023-12) · $4.6M (2022-12)
Net assets
$4.4M Dec 31, 2024 reported Form 5500
$4.6M (2023-12) · $4.6M (2022-12)
Participants
856 Jan 1, 2024 reported Form 5500
914 (2023-01) · 963 (2022-01)
Benefits paid
$330,249 Dec 31, 2024 reported Form 5500
$378,338 (2023-12) · $395,276 (2022-12)
Net investment income
$-121,196 Dec 31, 2024 reported Form 5500
$-23,497 (2023-12) · $-1.6M (2022-12)
Investment management fees
$20,000 Dec 31, 2024 reported Form 5500
$21,295 (2023-12) · $20,530 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024856n/an/an/a$4.5Mn/an/an/a
2023 to Dec 31, 2023914n/an/an/a$4.6Mn/an/an/a
2022 to Dec 31, 2022963n/an/an/a$4.6Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
1 events
  • Dec 31, 2024Manager relationship started
    Markowitz & Richman appears on Wood Wire and Metal Lathing Ind. General Pension Plan & General Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Markowitz & Richmanaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 526123548-001
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.