This allocator's name and 9 more advisers

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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

Taft-Hartley plan in Mississippi

Taft-Hartley plan· Moss Point, Mississippi

Taft-Hartley plan, based in Moss Point, Mississippi, reporting $41.4M in assets, for 433 participants.

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

Assets
$41.4M
Funded ratio
98.4%
Open searchesAllocation policyConsultants
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. Last change: 1 Oct 2024, Funded status changed.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$41.4M
Total assets, Sep 30, 2025 reported
Funded
98.4%
Oct 1, 2024
Private markets target
no policy read
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.6%
  • Non-interest-bearing cash 0.8%
  • Corporate debt instruments (other) 15.3%
  • U.S. Government securities 14.4%
  • Partnership/joint venture interests 14.0%
  • Registered investment companies 1.3%
  • Preferred stock 50.7%
Consultants and advisers
12 firms
  • Kanye Anderson Rudnick Investment adviser (plan)through Sep 30, 2025 Form 5500
  • RBC Group Investment adviser (plan)through Sep 30, 2023 Form 5500
  • Loomis Investment adviser (plan)through Sep 30, 2023 Form 5500

+9 more consultants and advisers 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
No manager relationship is on the tape for this allocator.
What changed
5 events
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
30 readings
Total assets
$41.4M Sep 30, 2025 reported Form 5500
$38.9M (2024-09) · $34.8M (2023-09)
Plan assets
$38.6M Oct 1, 2024 reported Form 5500
$33.6M (2023-10) · $32.5M (2022-10)
Net assets
$41.4M Sep 30, 2025 reported Form 5500
$38.6M (2024-09) · $33.6M (2023-09)
Funded ratio
98.4% Oct 1, 2024 reported Form 5500
92.9% (2023-10) · 84.2% (2022-10)
Participants
433 Oct 1, 2024 reported Form 5500
433 (2023-10) · 416 (2022-10)
Contributions
$1.6M Sep 30, 2025 reported Form 5500
$914,309 (2024-09) · $344,328 (2023-09)
Benefits paid
$2.2M Sep 30, 2025 reported Form 5500
$2.3M (2024-09) · $3.4M (2023-09)
Net investment income
$2.9M Sep 30, 2025 reported Form 5500
$5.0M (2024-09) · $1.1M (2023-09)
Investment management fees
$192,281 Sep 30, 2025 reported Form 5500
$225,530 (2024-09) · $219,035 (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 2025433Not disclosedNot disclosedn/a$41.4M$5.8MNot disclosedNot disclosed
2023 to Sep 30, 2024433Not disclosedNot disclosedn/a$38.9M$5.1MNot disclosedNot disclosed
2022 to Sep 30, 2023416Not disclosedNot disclosedn/a$34.8M$4.5MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Millette Administrators codes 13 $83,831 PY2024
  • Eic codes 27 $78,443 PY2024
  • Raymond James codes 27 $30,000 PY2024

+34 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.

Record history

5 dated events on the change ledger, latest first
  • Funded status changed
    2023-10-01source
  • Funded status changed
    2024-10-01source
  • Consultant changed
    2023-12-31source

+2 more changes on this record's ledger

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

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

+13 connections on the graph

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

Ask DFX