This allocator's name and 1 more adviser

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Taft-Hartley plan in New Jersey

Taft-Hartley plan· Mount Laurel, New Jersey

Taft-Hartley plan, based in Mount Laurel, New Jersey, reporting $21.3M in assets, for 1,014 participants.

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

Assets
$21.3M
Fund commitments
1
Managers
1
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Commitments (1)Allocation policyConsultants
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, Changed investment consultant to Xpan Law Partners, LLC.

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
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$21.3M
Total assets, Jul 31, 2025 reported
Funded
not on record
not filed
Private markets target
no policy read
policy Jul 31, 2025
Commitments
1
1 manager on Schedule C
Allocation policy
Form 5500, as of Jul 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.7%
  • Common/collective trusts 13.1%
  • Registered investment companies 74.3%
  • Common stock 9.8%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

+1 more Schedule C manager

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What changed
5 events
  • Dec 31, 2024Manager relationship endedinference
    with Smith Graham & Coaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    with Xpan Law Partners, LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with Chevy Chase Trustaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with ASB Capital Management LLCaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    with Dana Investment Advisors, Inc.askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jul 31, 2025ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$3.6M heldDisclosed holdingaskebsa.dol.gov
Size and funding
18 readings
Total assets
$21.3M Jul 31, 2025 reported Form 5500
$21.5M (2024-07) · $22.2M (2023-07)
Net assets
$21.2M Jul 31, 2025 reported Form 5500
$21.4M (2024-07) · $22.1M (2023-07)
Participants
1,014 Aug 1, 2024 reported Form 5500
1,038 (2023-08) · 1,071 (2022-08)
Benefits paid
$1.8M Jul 31, 2025 reported Form 5500
$1.9M (2024-07) · $1.8M (2023-07)
Net investment income
-$221,500 Jul 31, 2025 reported Form 5500
-$696,490 (2024-07) · -$1.1M (2023-07)
Investment management fees
$80,848 Jul 31, 2025 reported Form 5500
$103,615 (2024-07) · $107,197 (2023-07)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jul 31, 20251,014Not disclosedNot disclosedn/a$21.3MNot disclosedNot disclosedNot disclosed
2023 to Jul 31, 20241,038Not disclosedNot disclosedn/a$21.5MNot disclosedNot disclosedNot disclosed
2022 to Jul 31, 20231,071Not disclosedNot disclosedn/a$22.2MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • this allocator codes 13 50 $123,757 PY2024
  • Cohen Weiss and Simon, LLP codes 29 50 $102,440 PY2024
  • Principal codes 28 51 99 $36,478 PY2024

+29 more service providers

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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.

Not yet on record: funded ratio.

Capital chain

This record sits on 3 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 3 paths of capital through this record

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

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

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Record history

5 dated events on the change ledger, latest first
  • Consultant changed
    2023-12-31source
  • Manager relationship started
    2024-12-31source
  • Manager relationship ended
    2024-12-31source

+2 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

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+9 connections on the graph

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