This allocator's name

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Taft-Hartley plan in California

Taft-Hartley plan· Alameda, California

Taft-Hartley plan, based in Alameda, California, reporting $54.1M in assets, for 529 participants.

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

Assets
$54.1M
Funded ratio
99.5%
Managers
3
Open searchesAllocation policyConsultants
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Managers
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
$54.1M
Total assets, Dec 31, 2024 reported
Funded
99.5%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
3 managers 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%
  • Corporate debt instruments (other) 2.6%
  • U.S. Government securities 5.9%
  • Registered investment companies 73.2%
  • Common stock 11.5%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
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
10 readings
Total assets
$54.1M Dec 31, 2024 reported Form 5500
Plan assets
$49.5M Jan 1, 2024 reported Form 5500
Net assets
$54.0M Dec 31, 2024 reported Form 5500
Funded ratio
99.5% Jan 1, 2024 reported Form 5500
Participants
529 Jan 1, 2024 reported Form 5500
Contributions
$2.8M Dec 31, 2024 reported Form 5500
Benefits paid
$3.7M Dec 31, 2024 reported Form 5500
Net investment income
$4.6M Dec 31, 2024 reported Form 5500
Investment management fees
$155,709 Dec 31, 2024 reported Form 5500
Form 5500 filings
1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024529Not disclosedNot disclosedn/a$54.1MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • The Segal Company codes $175,282 PY2024
  • Group Plan Administrators, Inc. codes $85,153 PY2024
  • First Hawaiian Bank codes 28 $60,609 PY2024

+7 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: fund commitments.

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

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