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 $406,340 in assets, for 900 participants.

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

Assets
$406,340
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 Aug 2025, Total assets changed.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$406,340
Total assets, Aug 31, 2025 reported
Funded
not on record
not filed
Private markets target
no policy read
policy Aug 31, 2025
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Aug 31, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 100.0%
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
15 readings
Total assets
$406,340 Aug 31, 2025 reported Form 5500
$573,091 (2024-08) · $535,943 (2023-08)
Net assets
$126,552 Aug 31, 2025 reported Form 5500
$286,299 (2024-08) · $239,746 (2023-08)
Participants
900 Sep 1, 2024 reported Form 5500
954 (2023-09) · 979 (2022-09)
Benefits paid
$1.7M Aug 31, 2025 reported Form 5500
$1.6M (2024-08) · $1.7M (2023-08)
Net investment income
-$159,747 Aug 31, 2025 reported Form 5500
$46,553 (2024-08) · $7,565 (2023-08)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Aug 31, 2025900Not disclosedNot disclosedn/a$406,340Not disclosedNot disclosedNot disclosed
2023 to Aug 31, 2024954Not disclosedNot disclosedn/a$573,091Not disclosedNot disclosedNot disclosed
2022 to Aug 31, 2023979Not disclosedNot disclosedn/a$535,943Not disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • IE Shaffer & Co. codes 14 50 $67,376 PY2024
  • Larry Magarik, Esq codes 20 50 $18,045 PY2024
  • RAE Group LLC codes 11 50 $9,870 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.

Record history

2 dated events on the change ledger, latest first
  • Consultant changed
    2024-12-31source
  • Total assets changed
    2025-08-31source

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

every published relationship on the graph

+3 connections on the graph

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