This allocator's name

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Taft-Hartley plan in California

Taft-Hartley plan· Castro Valley, California

Taft-Hartley plan, based in Castro Valley, California, reporting $970,619 in assets, for 187 participants.

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

Assets
$970,619
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. Last change: 31 Mar 2025, Total assets changed.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$970,619
Total assets, Mar 31, 2025 reported
Funded
not on record
not filed
Private markets target
no policy read
policy Mar 31, 2025
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.6%
  • Insurance company general account 0.9%
  • Registered investment companies 76.7%
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
2 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
21 readings
Total assets
$970,619 Mar 31, 2025 reported Form 5500
$1.2M (2024-03) · $1.3M (2023-03)
Net assets
$961,247 Mar 31, 2025 reported Form 5500
$1.1M (2024-03) · $1.3M (2023-03)
Participants
187 Apr 1, 2024 reported Form 5500
189 (2023-04) · 200 (2022-04)
Contributions
$0 Mar 31, 2025 reported Form 5500
$0 (2024-03) · $0 (2023-03)
Benefits paid
$126,705 Mar 31, 2025 reported Form 5500
$136,087 (2024-03) · $146,033 (2023-03)
Net investment income
-$180,558 Mar 31, 2025 reported Form 5500
-$181,827 (2024-03) · -$201,153 (2023-03)
Investment management fees
$11,294 Mar 31, 2025 reported Form 5500
$13,420 (2024-03) · $9,451 (2023-03)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Mar 31, 2025187Not disclosedNot disclosedn/a$970,619Not disclosedNot disclosedNot disclosed
2023 to Mar 31, 2024189Not disclosedNot disclosedn/a$1.2MNot disclosedNot disclosedNot disclosed
2022 to Mar 31, 2023200Not disclosedNot disclosedn/a$1.3MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Withumsmith+brown, PC codes 10 50 $30,295 PY2024
  • Rael & Letson codes 11 17 50 $20,170 PY2024
  • Coast Benefits codes 13 50 $19,157 PY2024

+10 more service providers

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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.

Record history

2 dated events on the change ledger, latest first
  • Total assets changed
    2024-03-31source
  • Total assets changed
    2025-03-31source

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

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+3 connections on the graph

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