Refrigeration, A/C & Service Div. (Ua Nj) Annuity Plan
Sponsored by Refrigeration, A/C & Service Div. (Ua Nj) Annuity Fund · EIN 222585171 · Plan #002
- Total assets
- $418M
- Net assets
- $418M
- Active participants
- 2,308
- With balances
- 2,516
Plan year beginning 03/01/2024 · Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Reynolds Consulting Services Llc CRD 135768 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| I.E. Shaffer & Co. | Contract administrator | $242,125 |
| Empower Annuity Insurance Company | Recordkeeping fees | $52,242 |
| Obrien, Belland, & Bushinsky | Legal | $38,258 |
| Gerson & Associates | Accounting | $36,249 |
| Reynolds Consulting Services | Investment advisory (plan) | $24,342 |
| Lindabury, Mccormick, Estabrook | Legal | $16,696 |