DFX Intelligence

This allocator's name, 1 more adviser, 3 more commitments and 1 more dated event

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Taft-Hartley plan in New Jersey

Taft-Hartley plan· Cherry Hill, New Jersey

Taft-Hartley plan, based in Cherry Hill, New Jersey, reporting $335M in assets, for 2,413 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $335M
Funded ratio: 19.6%
Fund commitments: 2
Managers: 4

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (2)Allocation policy Managers

As of 2024-12-31 · 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 Dec 2024, Manager relationship started.

Capital path

who backs this record, through what, into what; each name opens its own path

Taft-Hartley plan in New Jersey

Funds committed to

Lord Abbett Group Trust Core Income3 commitments
Walter Scott & Partners Ltd Group T3 commitments

Managers

Lord Abbett3 commitments
Walter Scott & Partners Ltd3 commitments

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$335M

Total assets, Dec 31, 2024 reported

Funded

19.6%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

4 managers on Schedule C

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.1%
Non-interest-bearing cash 0.0%
Corporate debt instruments (other) 49.7%
U.S. Government securities 35.1%
Other investments 0.7%
Common/collective trusts 4.4%
Registered investment companies 3.2%
Common stock 5.8%

Consultants and advisers

4 firms

RBC Wealth Management Pension consultantthrough Dec 31, 2022 Form 5500
PNC Bank Custodianthrough Dec 31, 2022 Form 5500
Bolton Partners Northeast, Inc. Actuarythrough Dec 31, 2022 Form 5500

+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

2 managers on the commitment tape

From the plan’s own commitment disclosures

Lord Abbett3 rows, latest Dec 31, 2024
Walter Scott & Partners Ltd3 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Lord Abbettplan years
Insight North America LLCplan years 2024
Atalanta Sosnoff Capitalplan years 2024

+6 more Schedule C managers

Every name, record and relationship behind this count, with the source on each.

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

What changed

6 events

Dec 31, 2024Manager relationship started
with Insight North America LLCaskebsa.dol.gov
Dec 31, 2024Manager relationship started
with The Boston Companyaskebsa.dol.gov
Dec 31, 2024Manager relationship started
with Atalanta Sosnoff Capitalaskebsa.dol.gov
Dec 31, 2023Assets changed
$293Maskebsa.dol.gov
Jan 1, 2023Funded status changed
down 5 pointsaskebsa.dol.gov

+1 more dated event

Every name, record and relationship behind this count, with the source on each.

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

6 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Lord Abbett Group Trust Core Incomecollective trust	Lord Abbett	Fixed income	$7.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Walter Scott & Partners Ltd Group Tcollective trust	Walter Scott & Partners Ltd	Pooled vehicles	$7.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Lord Abbett Group Trust Core Incomecollective trust	Lord Abbett	Fixed income	$6.9M held	Disclosed holding	askebsa.dol.gov

+3 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding

30 readings

Total assets

$335M Dec 31, 2024 reported Form 5500

$344M (2023-12) · $51.2M (2022-12)

Plan assets

$50.2M Jan 1, 2024 reported Form 5500

$51.0M (2023-01) · $85.7M (2022-01)

Net assets

$334M Dec 31, 2024 reported Form 5500

$344M (2023-12) · $51.1M (2022-12)

Funded ratio

19.6% Jan 1, 2024 reported Form 5500

19.4% (2023-01) · 24.7% (2022-01)

Participants

2,413 Jan 1, 2024 reported Form 5500

2,474 (2023-01) · 2,568 (2022-01)

Contributions

$122,894 Dec 31, 2024 reported Form 5500

$112,792 (2023-12) · $102,905 (2022-12)

Benefits paid

$19.3M Dec 31, 2024 reported Form 5500

$19.7M (2023-12) · $19.6M (2022-12)

Net investment income

-$9.5M Dec 31, 2024 reported Form 5500

$293M (2023-12) · -$34.7M (2022-12)

Investment management fees

$718,770 Dec 31, 2024 reported Form 5500

$450,740 (2023-12) · $470,835 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	2,413	Not disclosed	Not disclosed	n/a	$335M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	2,474	Not disclosed	Not disclosed	n/a	$344M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	2,568	Not disclosed	Not disclosed	n/a	$51.2M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Insight Investment codes 28 51 $180,145 PY2024
Atalanta Sosnoff Capital LLC codes 28 51 $175,179 PY2024
RBC Wealth Management codes 17 50 70 $140,000 PY2024

+50 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 29, 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.

Capital chain

This record sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

6 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Manager relationship started
2024-12-31source
Manager relationship started
2024-12-31source

+3 more changes on this record's ledger

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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

+14 connections on the graph

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