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
Local No. 171 Pension Plan
Taft-Hartley planMT. Laurel, NJ
Assets
$1.1M
Total assets, Sep 30, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: Local No. 171 Pension Plan
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 43.1%
- Insurance company general account 56.7%
Consultants and advisers
5 firms
- United Bank Investment adviser (plan)through Sep 30, 2025 Form 5500
- United Bank Investment adviser (plan)through Sep 30, 2024 Form 5500
- Larry Magarik, Esq Directed trusteethrough Sep 30, 2025 Form 5500
- Larry Magarik Directed trusteethrough Sep 30, 2024 Form 5500
- Cheiron Actuarythrough Sep 30, 2024 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
$-618,115 (2024-09) · $-525,957 (2023-09)
Investment management fees
$10,000 (2024-09) · $18,029 (2023-09)
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 Sep 30, 2025 | 257 | n/a | n/a | n/a | $1.1M | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 258 | n/a | n/a | n/a | $1.6M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 266 | n/a | n/a | n/a | $2.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Cohen, Weiss, and Simon LLP codes 29 50 $114,810 PY2024
- Larry Magarik codes 25 50 $29,398 PY2024
- Beacon Administrators & Consultants codes 13 50 $26,759 PY2024
- Cheiron Inc codes 11 17 50 $14,393 PY2024
- Baratz & Associates, P.A. codes 10 50 $12,000 PY2024
- United Bank codes 27 50 $10,000 PY2024
- Cohen, Weiss, and Simon LLP codes 29 50 $119,494 PY2023
- Beacon Administrators & Consultants codes 13 50 $38,751 PY2023
- Larry Magarik codes 25 50 $34,642 PY2023
- Cheiron Inc codes 11 17 50 $18,050 PY2023
- Baratz & Associates, P.A. codes 10 50 $12,000 PY2023
- United Bank codes 27 50 $10,000 PY2023
- Cohen, Weiss, and Simon LLP codes $139,590 PY2022
- Cheiron Inc codes $32,328 PY2022
- Beacon Administrators & Consultants codes $24,984 PY2022
- Larry Magarik codes $23,586 PY2022
- Baratz & Associates, P.A. codes 10 $12,000 PY2022
- United Bank codes $10,000 PY2022
What changed
4 events
- Sep 30, 2025Assets changedLocal No. 171 Pension Plan total assets $2M -> $1M (-31.3%, 2024-09-30 to 2025-09-30)
- Sep 30, 2024Assets changedLocal No. 171 Pension Plan total assets $2M -> $2M (-28.1%, 2023-09-30 to 2024-09-30)
- Dec 31, 2023Consultant changedinferenceUnited Bank appears on Local No. 171 Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with United Bankaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceCheiron Inc appears on Local No. 171 Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Cheironaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 376155648-001
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.