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
C••••••••• I••••••••• C•••••• o• E•••••• P••••••••• P•••••• P•••
Taft-Hartley planWest Trenton, NJ
Assets
$11.3M
Total assets, May 31, 2025 reported
Funded
0.2%
Jun 1, 2023
Private markets target
n/a
policy May 31, 2025
Commitments
0
none on the tape
Plan sponsor: T•• T•••••• o• t•• C••••••••• I••••••••• C•••••• o• E••••••
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 3.5%
- Corporate debt instruments (preferred) 22.3%
- U.S. Government securities 53.7%
- Registered investment companies 20.3%
Consultants and advisers
2 firms
- F•••• A•••••••• C••••••••• L•• Actuarythrough May 31, 2023 Form 5500
- C••••• W•••• a•• S•••• L•• Discretionary trusteethrough May 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- A••••••• S•••••• C••••••plan years 2023
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
26 readings
Plan assets
Investment management fees
$23,218 (2024-05) · $19,622 (2023-05)
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 May 31, 2025 | 234 | n/a | n/a | n/a | $11.3M | n/a | n/a | n/a |
| 2023 to May 31, 2024 | 229 | n/a | n/a | n/a | $11.3M | n/a | n/a | n/a |
| 2022 to May 31, 2023 | 234 | n/a | n/a | n/a | $11.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Slevin & Hart, P.C. codes 29 50 $91,678 PY2024
- F•••• A•••••••• C•••••••••, Inc. codes 11 50 $82,269 PY2024
- C••••• W•••• a•• S•••• L•• codes 20 24 50 $55,429 PY2024
- IE Shaffer & Co. codes 14 50 $51,950 PY2024
- A••••••• S•••••• C•••••• LLC codes 28 50 $28,690 PY2024
- L.M. Henderson & Company, LLP codes 10 50 $17,161 PY2024
- F•••• A•••••••• codes 11 50 $53,630 PY2023
- IE Shaffer & Co. codes 14 50 $51,213 PY2023
- Slevin & Hart, P.C. codes 29 50 $39,872 PY2023
- C••••• W•••• a•• S•••• L•• codes 20 24 50 $29,910 PY2023
- A••••••• S•••••• C•••••• LLC codes 28 50 $23,218 PY2023
- L.M. Henderson & Company, LLP codes 10 50 $22,055 PY2023
- F•••• A•••••••• C•••••••••, Inc codes 11 PY2023
- IE Shaffer & Co. codes 14 50 $59,722 PY2022
- Slevin & Hart, P.C. codes 29 50 $21,755 PY2022
- F•••• A•••••••• codes 11 50 $21,669 PY2022
- A••••••• S•••••• C•••••• LLC codes 28 50 $19,622 PY2022
- C••••• W•••• a•• S•••• L•• codes 20 24 50 $16,684 PY2022
- L.M. Henderson & Company, LLP codes 10 50 $14,948 PY2022
- F•••• A•••••••• C•••••••••, Inc codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 231729633-001
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.