This allocator's name

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Taft-Hartley plan in California

Taft-Hartley plan· Alameda, California

Taft-Hartley plan, based in Alameda, California, reporting $1.2M in assets, for 110 participants.

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

Assets
$1.2M
Funded ratio
50.9%
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
$1.2M
Total assets, Jul 31, 2023 reported
Funded
50.9%
Aug 1, 2022
Private markets target
no policy read
policy Jul 31, 2023
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Jul 31, 2023
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 8.4%
  • Non-interest-bearing cash 2.3%
  • U.S. Government securities 63.9%
  • Registered investment companies 22.7%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager 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
10 readings
Total assets
$1.2M Jul 31, 2023 reported Form 5500
Plan assets
$1.4M Aug 1, 2022 reported Form 5500
Net assets
$1.2M Jul 31, 2023 reported Form 5500
Funded ratio
50.9% Aug 1, 2022 reported Form 5500
Participants
110 Aug 1, 2022 reported Form 5500
Contributions
$280,853 Jul 31, 2023 reported Form 5500
Benefits paid
$346,356 Jul 31, 2023 reported Form 5500
Net investment income
-$156,271 Jul 31, 2023 reported Form 5500
Investment management fees
$15,500 Jul 31, 2023 reported Form 5500
Form 5500 filings
1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2022 to Jul 31, 2023110Not disclosedNot disclosedn/a$1.2MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Foster and Foster codes 11 50 $26,500 PY2022
  • Zenith American Solutions codes 13 50 $25,983 PY2022
  • Withumsmith+brown, PC codes 10 50 $19,498 PY2022

+4 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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+4 connections on the graph

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

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