This allocator's name and 1 more adviser

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Taft-Hartley plan in New York

Taft-Hartley plan· Rochester, New York

Taft-Hartley plan, based in Rochester, New York, reporting $29.9M in assets, for 534 participants.

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

Assets
$29.9M
Funded ratio
105.1%
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
$29.9M
Total assets, Apr 30, 2025 reported
Funded
105.1%
May 1, 2024
Private markets target
no policy read
policy Apr 30, 2025
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.1%
  • Non-interest-bearing cash 0.7%
  • Corporate debt instruments (other) 10.0%
  • U.S. Government securities 0.1%
  • Other investments 12.4%
  • Registered investment companies 36.6%
  • Common stock 37.8%
  • Preferred stock 0.7%
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
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
30 readings
Total assets
$29.9M Apr 30, 2025 reported Form 5500
$28.9M (2024-04) · $27.1M (2023-04)
Plan assets
$28.9M May 1, 2024 reported Form 5500
$27.1M (2023-05) · $28.2M (2022-05)
Net assets
$29.9M Apr 30, 2025 reported Form 5500
$28.9M (2024-04) · $27.1M (2023-04)
Funded ratio
105.1% May 1, 2024 reported Form 5500
105.3% (2023-05) · 105.0% (2022-05)
Participants
534 May 1, 2024 reported Form 5500
488 (2023-05) · 512 (2022-05)
Contributions
$1.4M Apr 30, 2025 reported Form 5500
$1.4M (2024-04) · $1.3M (2023-04)
Benefits paid
$1.8M Apr 30, 2025 reported Form 5500
$1.7M (2024-04) · $1.8M (2023-04)
Net investment income
$1.0M Apr 30, 2025 reported Form 5500
$1.8M (2024-04) · -$1.1M (2023-04)
Investment management fees
$202,514 Apr 30, 2025 reported Form 5500
$185,130 (2024-04) · $175,864 (2023-04)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 2025534Not disclosedNot disclosedn/a$29.9MNot disclosedNot disclosedNot disclosed
2023 to Apr 30, 2024488Not disclosedNot disclosedn/a$28.9MNot disclosedNot disclosedNot disclosed
2022 to Apr 30, 2023512Not disclosedNot disclosedn/a$27.1MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+18 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

every published relationship on the graph

+6 connections on the graph

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