This allocator's name

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Taft-Hartley plan in New Jersey

Taft-Hartley plan· West Trenton, New Jersey

Taft-Hartley plan, based in West Trenton, New Jersey, reporting $2.1M in assets, for 4,224 participants.

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

Assets
$2.1M
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
$2.1M
Total assets, Jan 31, 2025 reported
Funded
not on record
not filed
Private markets target
no policy read
policy Jan 31, 2025
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Jan 31, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 99.7%
Consultants and advisers
2 firms
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
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
16 readings
Total assets
$2.1M Jan 31, 2025 reported Form 5500
$2.1M (2024-01) · $2.1M (2023-01)
Net assets
$1.3M Jan 31, 2025 reported Form 5500
$1.2M (2024-01) · $1.2M (2023-01)
Participants
4,224 Feb 1, 2024 reported Form 5500
4,536 (2023-02) · 4,790 (2022-02)
Contributions
-$1,000 Jan 31, 2024 reported Form 5500
Benefits paid
$9.3M Jan 31, 2025 reported Form 5500
$10.0M (2024-01) · $10.7M (2023-01)
Net investment income
$101,687 Jan 31, 2025 reported Form 5500
$41,185 (2024-01) · -$41,183 (2023-01)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jan 31, 20254,224Not disclosedNot disclosedn/a$2.1MNot disclosedNot disclosedNot disclosed
2023 to Jan 31, 20244,536Not disclosedNot disclosedn/a$2.1MNot disclosedNot disclosedNot disclosed
2022 to Jan 31, 20234,790Not disclosedNot disclosedn/a$2.1MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • I.e.shaffer & Co codes 14 50 $198,000 PY2024
  • Baratz & Associates, P.A. codes 10 50 $15,900 PY2024
  • Larry Magarik, Esq codes 25 50 $15,210 PY2024

+11 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: funded ratio, fund commitments, managers.

›Connections

every published relationship on the graph

+3 connections on the graph

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