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
M••••••• Y••• W•••••• L•••• N•• 1••• P•••••• F•••
Taft-Hartley planAstoria, NY
Assets
$42.6M
Total assets, Dec 31, 2024 reported
Funded
110.8%
Jul 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: B•••• o• T••••••• o• M••••••• Y••• W•••••• L•••• N•• 1••• P•••••• P•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.6%
- Non-interest-bearing cash 0.0%
- U.S. Government securities 7.2%
- Registered investment companies 52.4%
- Common stock 36.3%
Consultants and advisers
2 firms
- M•••••• L••••••••• • S•••• Custodianthrough Jun 30, 2023 Form 5500
- S•••• Actuarythrough Jun 30, 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
30 readings
Investment management fees
$267,322 (2024-06) · $247,136 (2023-06)
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 | 606 | n/a | n/a | n/a | $42.6M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 600 | n/a | n/a | n/a | $40.8M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 598 | n/a | n/a | n/a | $37.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M•••••• L••••, Pierce, Fenner & Smi codes 19 28 51 $142,450 PY2024
- The S•••• Company codes 11 $53,938 PY2024
- Weaver and Tidwell LLP codes 10 $27,100 PY2024
- Lerner Law Firm and Associates codes 29 $18,335 PY2024
- S•••• codes 11 PY2024
- M•••••• L••••, Pierce, Fenner & Smi codes 19 28 51 $267,322 PY2023
- Gorlick, Kravitz & Listhaus, P.C. codes 29 $120,631 PY2023
- The S•••• Company codes 11 $50,250 PY2023
- Lerner Law Firm and Associates codes 29 $38,750 PY2023
- Weaver and Tidwell LLP codes 10 $30,259 PY2023
- S•••• codes 11 PY2023
- M•••••• L••••, Pierce, Fenner & Smi codes 19 28 51 $249,739 PY2022
- Gorlick, Kravitz & Listhaus, P.C. codes 29 $227,731 PY2022
- The S•••• Company codes $51,750 PY2022
- Buchbinder Tunick & Co. LLP codes $33,078 PY2022
- Lerner Law Firm and Associates codes 29 $31,000 PY2022
- S•••• codes 11 PY2022
What changed
2 events
- Jul 1, 2024Funded status changedM••••••• Y••• W•••••• L•••• N•• 1••• P•••••• F••• funded ratio 104.4% -> 110.8% (2023-07-01 to 2024-07-01)
- Jul 1, 2023Funded status changedM••••••• Y••• W•••••• L•••• N•• 1••• P•••••• F••• funded ratio 101.9% -> 104.4% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 136125828-001
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.