This allocator's name

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Taft-Hartley plan in Delaware

Taft-Hartley plan· Wilmington, Delaware

Taft-Hartley plan, based in Wilmington, Delaware, reporting $4.5M in assets, for 856 participants.

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

Assets
$4.5M
Managers
1
Open searchesAllocation policyManagers
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 Dec 2024, Manager relationship started.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$4.5M
Total assets, Dec 31, 2024 reported
Funded
not on record
not filed
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
1 manager on Schedule C
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 4.8%
  • Non-interest-bearing cash 1.3%
  • Registered investment companies 93.7%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
What changed
1 event
  • Dec 31, 2024Manager relationship started
    with Markowitz & Richmanaskebsa.dol.gov
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
18 readings
Total assets
$4.5M Dec 31, 2024 reported Form 5500
$4.6M (2023-12) · $4.6M (2022-12)
Net assets
$4.4M Dec 31, 2024 reported Form 5500
$4.6M (2023-12) · $4.6M (2022-12)
Participants
856 Jan 1, 2024 reported Form 5500
914 (2023-01) · 963 (2022-01)
Benefits paid
$330,249 Dec 31, 2024 reported Form 5500
$378,338 (2023-12) · $395,276 (2022-12)
Net investment income
-$121,196 Dec 31, 2024 reported Form 5500
-$23,497 (2023-12) · -$1.6M (2022-12)
Investment management fees
$20,000 Dec 31, 2024 reported Form 5500
$21,295 (2023-12) · $20,530 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024856Not disclosedNot disclosedn/a$4.5MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023914Not disclosedNot disclosedn/a$4.6MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022963Not disclosedNot disclosedn/a$4.6MNot 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.

Record history

1 dated event on the change ledger, latest first
  • Manager relationship started
    2024-12-31source

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

+6 connections on the graph

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