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•••• N•• 8•• P•••••• P•••
Taft-Hartley planMountainside, NJ
Assets
$366M
Total assets, Aug 31, 2025 reported
Funded
12.9%
Sep 1, 2024
Private markets target
n/a
policy Aug 31, 2025
Commitments
2
none on the tape
Plan sponsor: L•••• N•• 8•• P•••••• P•••
Allocation policy
Form 5500, as of Aug 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.3%
- Corporate debt instruments (other) 64.7%
- U.S. Government securities 4.9%
- Common/collective trusts 12.5%
- Registered investment companies 10.7%
- Common stock 6.0%
Consultants and advisers
3 firms
- P•••••••• C•••••• S•••••••• Trusteethrough Aug 31, 2023 Form 5500
- T•• S•••• G••••• I••• Actuarythrough Aug 31, 2023 Form 5500
- S•••• C••••••••• Actuarythrough Aug 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- B•• M•••••2 rows, latest Aug 31, 2025
From Schedule C (investment management, code 28)
- J••••• M••••••••• S•••• L••plan years 2024
Commitments
2 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Aug 31, 2025 | B••• M••••• A•••••• S• S•••• I••••collective trust | B•• M••••• | Public equity | $45.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2024 | B••• M••••• A•••••• S• S•••• I••••collective trust | B•• M••••• | Public equity | $39.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$567,379 (2024-08) · $218,519 (2023-08)
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 Aug 31, 2025 | 2,320 | n/a | n/a | n/a | $366M | n/a | n/a | n/a |
| 2023 to Aug 31, 2024 | 2,514 | n/a | n/a | n/a | $369M | $0 | n/a | n/a |
| 2022 to Aug 31, 2023 | 2,466 | n/a | n/a | n/a | $33.0M | $2.1M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P•••••••• Bank codes 15 21 27 49 71 $326,135 PY2024
- J••••• M••••••••• S•••• L•• codes 28 $190,718 PY2024
- The S•••• Company codes 11 $146,233 PY2024
- Bederson LLP codes 10 $85,922 PY2024
- Morgan Stanley Wealth Management codes $65,000 PY2024
- KEN Nowak, Esq codes 29 $24,000 PY2024
- B••• A•••••• Sl S•••• I•••• Fund Sched. D C $45.7M PY2024
- S•••• C••••••••• codes 11 PY2024
- P•••••••• Bank codes 15 21 27 49 71 $409,600 PY2023
- The S•••• Company codes 11 $188,765 PY2023
- J••••• M••••••••• S•••• L•• codes 28 $109,028 PY2023
- KEN Nowak, Esq codes 29 $93,000 PY2023
- Bederson LLP codes 10 $89,360 PY2023
- Morgan Stanley Wealth Management codes $48,750 PY2023
- B••• A•••••• Sl S•••• I•••• Fund Sched. D C $39.5M PY2023
- S•••• C••••••••• codes 11 PY2023
- P•••••••• Bank codes 15 21 27 49 71 $153,518 PY2022
- The S•••• Company codes 11 $107,100 PY2022
- Bederson LLP codes 10 $94,780 PY2022
- Morgan Stanley Wealth Management codes $65,000 PY2022
- Kenneth Nowak, Esq codes 29 $39,000 PY2022
- S•••• C••••••••• codes 11 PY2022
What changed
6 events
- Sep 1, 2024Funded status changedL•••• N•• 8•• P•••••• P••• funded ratio 10.4% -> 12.9% (2023-09-01 to 2024-09-01)
- Sep 1, 2024Assets changedL•••• N•• 8•• P•••••• P••• plan assets $33M -> $43M (+31.4%, 2023-09-01 to 2024-09-01)
- Aug 31, 2024Assets changedL•••• N•• 8•• P•••••• P••• total assets $33M -> $369M (+1019.0%, 2023-08-31 to 2024-08-31)
- Dec 31, 2023Manager relationship startedJ••••• M••••••••• S•••• L•• appears on L•••• N•• 8•• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with J••••• M••••••••• S•••• L••askebsa.dol.gov
- Sep 1, 2023Funded status changedL•••• N•• 8•• P•••••• P••• funded ratio 15.5% -> 10.4% (2022-09-01 to 2023-09-01)
- Sep 1, 2023Assets changedL•••• N•• 8•• P•••••• P••• plan assets $52M -> $33M (-37.0%, 2022-09-01 to 2023-09-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 221598194-001
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.