Airconditioning And Refrigeration Industry Retirement Trust Fund
Sponsored by Board Of Trustees, Airconditioning And Refrigeration · EIN 956035386 · Plan #001
- Total assets
- $341M
- Net assets
- $338M
- Active participants
- 1,842
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Walter Scott & Partners Limited CRD 112161 | fuzzy_auto · 95% | 2024 |
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
| Meketa Fiduciary Management, Llc CRD 323605 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Meketa Fiduciary Management | Investment advisory (plan) | $230,000 |
| Miller Kaplan Arase Llp | Accounting | $207,219 |
| Walter Scott & Partners Ltd | Custodial (securities), Investment management, Investment management fees (direct) | $165,635 |
| Horizon Actuarial Services, Llc | Actuarial | $123,220 |
| Ullico | Investment management fees (direct) | $116,151 |
| Employee 2 | Employee (plan) | $92,407 |
| Nepc Llc | Investment advisory (plan) | $89,609 |
| Employee 7 | Employee (plan) | $57,069 |
| Seyfarth Shaw, Llp | Legal | $54,982 |
| Comerica Bank | Custodial (other), Custodial (securities), Other services | $52,154 |
| Jack Wilkerson | Consulting (general), Legal | $48,436 |
| Meriplex | Consulting (general) | $39,968 |
| State Street Global Advisors | Custodial (other), Custodial (securities), Investment management fees (direct) | $38,484 |
| Employee 5 | Employee (plan) | $34,300 |
| Employee 8 | Employee (plan) | $31,573 |
| Aberdeen Asset Management | Investment management fees (direct) | $17,013 |
| Alliance Bernstein, Lp | Investment management fees (indirect) | $12,481 |
| Wohlner, Kaplon, Phillips Et Al | Legal | $11,863 |
| Bridgeway | Consulting (general) | $9,098 |
| Rhumbline Advisers | Investment management fees (direct) | $7,407 |