Refresco Union Employees' Retirement Plan
Sponsored by Refresco Beverages Us Inc. · EIN 581947565 · Plan #005
- Total assets
- $2.2M
- Net assets
- $2.2M
- Active participants
- 431
- 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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Services | Contract administrator, Direct payment from the plan | $84,328 |
| Sageview Consulting Group | Actuarial, Direct payment from the plan | $24,300 |
| Sageview Advisory Group | Investment advisory (plan), Direct payment from the plan | $15,000 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $5,374 |