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 $2.5M in assets, for 4,028 participants.

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

Assets
$2.5M
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
$2.5M
Total assets, Dec 31, 2024 reported
Funded
not on record
not filed
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 61.5%
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
$2.5M Dec 31, 2024 reported Form 5500
$2.7M (2023-12) · $2.6M (2022-12)
Net assets
$2.4M Dec 31, 2024 reported Form 5500
$2.7M (2023-12) · $2.6M (2022-12)
Participants
4,028 Jan 1, 2024 reported Form 5500
4,269 (2023-01) · 4,414 (2022-01)
Contributions
$5.4M Dec 31, 2022 reported Form 5500
Benefits paid
$5.9M Dec 31, 2024 reported Form 5500
$6.5M (2023-12) · $6.2M (2022-12)
Net investment income
-$230,618 Dec 31, 2024 reported Form 5500
$102,258 (2023-12) · -$788,625 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20244,028Not disclosedNot disclosedn/a$2.5MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20234,269Not disclosedNot disclosedn/a$2.7MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20224,414Not disclosedNot disclosedn/a$2.6MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+12 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

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

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