This allocator's name, 1 more adviser and 1 more dated event
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Taft-Hartley plan in Michigan
Taft-Hartley plan, based in Southfield, Michigan, reporting $204M in assets, for 2,637 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $204M
- Funded ratio
- 83.9%
Nothing material in the last 90 days. Last change: 31 Dec 2025, Changed investment consultant to Michael Maher.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.9%
- Corporate debt instruments (other) 5.0%
- U.S. Government securities 14.3%
- Other investments 0.0%
- Registered investment companies 13.7%
- Common stock 62.6%
- Morgan Stanley Smith Barney, LLC CustodianInvestment adviser (plan)Trusteethrough May 31, 2025 Form 5500
- Michael Maher General consultantthrough May 31, 2023 Form 5500
- Horizon Actuarial Services Actuarythrough May 31, 2023 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.
- Sage Advisory Services Ltd. Co.plan years 2023
- MDT Advisor Mgmtplan years 2023
- Dec 31, 2025Consultant changedinferencewith Michael Maheraskebsa.dol.gov
- Dec 31, 2025Consultant changedinferencewith Morgan Stanley Smith Barney, LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Morgan Stanley Smith Barney, LLCaskebsa.dol.gov
- Jun 1, 2024Funded status changed4 pointsaskebsa.dol.gov
- Jun 1, 2024Assets changed$25.1Maskebsa.dol.gov
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to May 31, 2023 | 3,354 | Not disclosed | Not disclosed | n/a | $167M | Not disclosed | Not disclosed | $0 |
| 2024 to May 31, 2025 | 2,637 | Not disclosed | Not disclosed | n/a | $204M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to May 31, 2024 | 3,294 | Not disclosed | Not disclosed | n/a | $192M | Not disclosed | Not disclosed | Not disclosed |
- Graystone Consulting (mssb) codes 27 50 $382,110 PY2025
- Smith Barney Consulting codes 21 50 $163,001 PY2025
- Finkel Whitefield Feldman codes 29 50 $146,957 PY2025
+35 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Not yet on record: fund commitments, managers.
Record history
- Funded status changed2024-06-01source
- Consultant changed2025-12-31source
- Consultant changed2025-12-31source
+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
+10 connections on the graph
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