This allocator's name

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

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

Taft-Hartley plan in California

Taft-Hartley plan· SAN Diego, California

Taft-Hartley plan, based in SAN Diego, California, reporting $2.9M in assets, for 183 participants.

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

Assets
$2.9M
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
$2.9M
Total assets, Nov 30, 2024 reported
Funded
not on record
not filed
Private markets target
no policy read
policy Nov 30, 2024
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 3.5%
  • U.S. Government securities 14.2%
  • Registered investment companies 80.3%
Consultants and advisers
1 firm
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
5 readings
Total assets
$2.9M Nov 30, 2024 reported Form 5500
Net assets
$2.9M Nov 30, 2024 reported Form 5500
Participants
183 Dec 1, 2023 reported Form 5500
Benefits paid
$744,593 Nov 30, 2024 reported Form 5500
Net investment income
-$455,053 Nov 30, 2024 reported Form 5500
Form 5500 filings
1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Nov 30, 2024183Not disclosedNot disclosedn/a$2.9MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Coast Benefit Administrators codes 13 50 $36,000 PY2023
  • Miller Kaplan Arase LLP codes 10 $16,000 PY2023
  • Rael & Letson codes 11 50 $13,176 PY2023

+1 more service provider

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

+2 connections on the graph

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

Ask DFX