This allocator's name, 4 more advisers, 2 more commitments and 2 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Taft-Hartley plan in New Jersey
Taft-Hartley plan, based in North Haledon, New Jersey, reporting $77.7M in assets, for 1,919 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $77.7M
- Funded ratio
- 62.7%
- Fund commitments
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Withum Smith Brown PC.
Capital path
who backs this record, through what, into what; each name opens its own path- Gw&k Small-Mid Cap Core Equity Cif3 commitments
- Wellington Cif II Quality Value Fnd2 commitments
- Wellington Trust Company, Na2 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.5%
- Non-interest-bearing cash 0.8%
- Corporate debt instruments (other) 4.6%
- U.S. Government securities 14.5%
- Other investments 4.8%
- Common/collective trusts 4.9%
- Registered investment companies 43.2%
- Common stock 8.2%
- Real estate (other than employer real property) 11.0%
- Marquette Associates Inc. General consultantthrough Dec 31, 2023 Form 5500
- Withum Smith Brown PC General consultantthrough Dec 31, 2023 Form 5500
- JBM Computer Consultants General consultantthrough Dec 31, 2022 Form 5500
+4 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Wellington Trust Company, Na2 rows, latest Dec 31, 2023
- Bank of Americaplan years 2023
- Stacey Braun Associates, Inc.plan years 2022
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Consultant changedinferencewith Withum Smith Brown PCaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedwith Bank of Americaaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Withum Smith Brown PCaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Marquette Associates Inc.askebsa.dol.gov
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Gw&k Small-Mid Cap Core Equity Cifcollective trust | Global Trust Company | Public equity | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Wellington Cif II Quality Value Fndcollective trust | Wellington Trust Company, Na | Pooled vehicles | $5.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Gw&k Small-Mid Cap Core Equity Cifcollective trust | Global Trust Company | Public equity | $3.4M held | Disclosed holding | askebsa.dol.gov |
+2 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 1,919 | Not disclosed | Not disclosed | n/a | $77.7M | Not disclosed | Not disclosed | $8.5M |
| 2023 to Dec 31, 2023 | 2,112 | Not disclosed | Not disclosed | n/a | $75.2M | Not disclosed | Not disclosed | $8.5M |
| 2022 to Dec 31, 2022 | 2,012 | Not disclosed | Not disclosed | n/a | $70.5M | Not disclosed | Not disclosed | $8.7M |
- Marquette Associates codes 16 27 50 51 $90,000 PY2024
- Stacey Braun Assoc Inc codes 28 51 $79,624 PY2024
- Chicago Benefit Consultants codes 11 50 $76,693 PY2024
+31 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Not yet on record: managers.
This record sits on 3 traced paths of capital across the graphs.
DFX traced 3 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2024-12-31source
- Consultant changed2023-12-31source
- Manager relationship started2023-12-31source
+4 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+10 connections on the graph
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