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
Pension Plan of the Stone Masons Union No 3 Pension Fund
Taft-Hartley planWest Trenton, NJ
Assets
n/a
Total assets, Dec 31, 2023 reported
Funded
88.1%
Aug 1, 2023
Private markets target
n/a
policy Jul 31, 2023
Commitments
0
none on the tape
Plan sponsor: Trustee Pension Plan of the Stone Masons No 3 Pension Fund
Allocation policy
Form 5500, as of Jul 31, 2023
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 1.1%
- Registered investment companies 98.4%
Consultants and advisers
4 firms
- Cbiz Actuarythrough Dec 31, 2023 Form 5500
- SEI Investments Company Custodianthrough Jul 31, 2023 Form 5500
- Cbiz Ris Actuarythrough Jul 31, 2023 Form 5500
- Cbiz Retirement Plan Advisory Services Actuarythrough Jul 31, 2023 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
20 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 261 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2022 to Jul 31, 2023 | 262 | n/a | n/a | n/a | $14.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- SEI Investments codes 19 21 25 28 51 52 $30,590 PY2023
- Mazars USA LLP codes 10 50 $28,000 PY2023
- I E Shaffer & Co codes 13 50 $18,064 PY2023
- Cbiz Retirement Services codes 11 17 50 70 $12,725 PY2023
- Cbiz codes 11 PY2023
- SEI Investments codes 19 21 25 28 51 52 $60,265 PY2022
- I.e.shaffer & Co. codes 13 50 $45,515 PY2022
- Cbiz Retirement Services codes 11 17 50 70 $25,391 PY2022
- Mazars USA LLP codes 10 50 $25,000 PY2022
- O'Donoghue & O'Donoghue LLP codes 29 $15,011 PY2022
- Cbiz Retirement Plan Services codes 11 PY2022
What changed
2 events
- Dec 31, 2023Assets changedPension Plan of the Stone Masons Union No 3 Pension Fund total assets $14M -> $0 (-100.0%, 2023-07-31 to 2023-12-31)
- Aug 1, 2023Funded status changedPension Plan of the Stone Masons Union No 3 Pension Fund funded ratio 90.5% -> 88.1% (2022-08-01 to 2023-08-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 236395483-001
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.