This allocator's name and 1 more adviser

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Taft-Hartley plan in New Jersey

Taft-Hartley plan· Maplewood, New Jersey

Taft-Hartley plan, based in Maplewood, New Jersey, reporting $28.6M in assets, for 1,068 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$28.6M
Funded ratio
86.9%
Open searchesAllocation policy
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. No dated change on record yet.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$28.6M
Total assets, Dec 31, 2024 reported
Funded
86.9%
Aug 1, 2022
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.5%
  • Non-interest-bearing cash 0.0%
  • Corporate debt instruments (other) 1.3%
  • U.S. Government securities 30.4%
  • Registered investment companies 16.6%
  • Common stock 48.9%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
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
23 readings
Total assets
$28.6M Dec 31, 2024 reported Form 5500
$28.7M (2023-12) · $28.0M (2023-07)
Plan assets
$24.6M Aug 1, 2022 reported Form 5500
Net assets
$28.5M Dec 31, 2024 reported Form 5500
$28.6M (2023-12) · $27.8M (2023-07)
Funded ratio
86.9% Aug 1, 2022 reported Form 5500
Participants
1,068 Jan 1, 2024 reported Form 5500
1,071 (2023-08) · 1,118 (2022-08)
Contributions
$749,782 Dec 31, 2023 reported Form 5500
$2,800 (2023-07)
Benefits paid
$1.8M Dec 31, 2024 reported Form 5500
$677,664 (2023-12) · $1.6M (2023-07)
Net investment income
-$108,025 Dec 31, 2024 reported Form 5500
$769,055 (2023-12) · $3.2M (2023-07)
Investment management fees
$151,161 Dec 31, 2024 reported Form 5500
$54,951 (2023-12) · $156,845 (2023-07)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,068Not disclosedNot disclosedn/a$28.6MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20231,071Not disclosedNot disclosedn/a$28.7MNot disclosedNot disclosedNot disclosed
2022 to Jul 31, 20231,118Not disclosedNot disclosedn/a$28.0MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+23 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Provenance
Identifiers: none on file
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.

Not yet on record: fund commitments, managers.

›Connections

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+8 connections on the graph

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