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
L•••• 4•• P•••••• T•••• F•••
Taft-Hartley planCleveland, OH
Assets
$15.5M
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•••• o• T••••••• L•••• 4•• P•••••• T•••• F•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.0%
- Non-interest-bearing cash 0.1%
- Registered investment companies 95.8%
Consultants and advisers
3 firms
- M•••••• •••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- S•••• Actuarythrough Dec 31, 2022 Form 5500
- K•• B••• N••••••• A••••••••• Custodianthrough 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
18 readings
Net investment income
$-164,002 (2023-12) · $-5.8M (2022-12)
Investment management fees
$34,856 (2023-12) · $34,893 (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 | 484 | n/a | n/a | n/a | $15.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 528 | n/a | n/a | n/a | $16.1M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 542 | n/a | n/a | n/a | $16.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- L•••• 400 Food Terminal Welfare Fnd codes 13 $44,174 PY2024
- The S•••• Company codes 11 $25,828 PY2024
- Andco Consulting codes 27 $21,600 PY2024
- Neitzel, Luke & Salopek, Inc. codes 10 $14,670 PY2024
- Keybank National A••••••••• codes 19 59 $9,939 PY2024
- L•••• 400 Food Terminal Welfare Fnd codes 13 $33,383 PY2023
- The S•••• Company codes 11 $30,829 PY2023
- Andco Consulting codes 27 $21,600 PY2023
- Keybank National A••••••••• codes 19 59 $13,256 PY2023
- L•••• 400 Food Terminal Welfare Fnd codes 13 $35,632 PY2022
- The S•••• Company codes 11 $29,371 PY2022
- Andco Consulting codes 27 $21,600 PY2022
- Keybank National A••••••••• codes 19 59 $13,293 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 341907614-001
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.