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
I••••••••• L•••• N•• 2• P•••••• P•••
Taft-Hartley planIndependence, MO
Assets
$60.7M
Total assets, Dec 31, 2024 reported
Funded
113.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: I••••••••• L•••• N• 2•
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.2%
- Insurance company general account 3.8%
- Registered investment companies 95.0%
Consultants and advisers
4 firms
- F•••••••• E••••••• I••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- C••• R•• Actuarythrough Dec 31, 2022 Form 5500
- C•••••• S••••• Custodianthrough Dec 31, 2022 Form 5500
- C••• Actuarythrough Dec 31, 2022 Form 5500
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.
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
$189,653 (2023-12) · $196,765 (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 | 431 | n/a | n/a | n/a | $60.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 412 | n/a | n/a | n/a | $54.2M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 407 | n/a | n/a | n/a | $46.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- F•••••••• E••••••• I••• codes $123,242 PY2024
- C••• Retirement P••• Services codes $29,484 PY2024
- C•••••• S••••• codes $21,382 PY2024
- Novak Birks, P.C. codes $10,298 PY2024
- Mertz Insurance Group codes $9,270 PY2024
- C••• codes 11 PY2024
- F•••••••• E••••••• I••• codes 27 $137,015 PY2023
- Douthit Frets Rouse Gentile Rhodes codes 29 $44,647 PY2023
- C••• Retirement P••• Services codes 14 $28,350 PY2023
- C••• Retirement P••• Services codes 11 $20,850 PY2023
- C•••••• S••••• codes 19 $19,040 PY2023
- Novak Birks, P.C. codes 10 $16,035 PY2023
- Mertz Insurance Group codes 23 $9,270 PY2023
- C••• codes 11 PY2023
- F•••••••• E••••••• I••• codes 27 $141,768 PY2022
- Douthit Frets Rouse Gentile Rhodes codes 29 $34,498 PY2022
- C••• Retirement P••• Services codes 14 $25,537 PY2022
- C•••••• S••••• codes 19 $20,445 PY2022
- Novak Birks, P.C. codes 10 $19,345 PY2022
- C••• Retirement P••• Services codes 11 $15,567 PY2022
- Mertz Insurance Group codes 23 $9,770 PY2022
- C••• codes 11 PY2022
What changed
6 events
- Dec 31, 2024Consultant changedinferenceF•••••••• E••••••• I••• no longer appears on I••••••••• L•••• N•• 2• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with F•••••••• E••••••• I•••askebsa.dol.gov
- Dec 31, 2024Assets changedI••••••••• L•••• N•• 2• P•••••• P••• total assets $54M -> $61M (+11.9%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedI••••••••• L•••• N•• 2• P•••••• P••• funded ratio 106.2% -> 113.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedI••••••••• L•••• N•• 2• P•••••• P••• plan assets $47M -> $55M (+15.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedI••••••••• L•••• N•• 2• P•••••• P••• total assets $47M -> $54M (+15.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Assets changedI••••••••• L•••• N•• 2• P•••••• P••• plan assets $58M -> $47M (-18.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 430337343-001
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.