Airconditioning And Refrigeration Industry Defined Contribution Retirement Plan
Sponsored by Borad Of Trustees, Airconditioning And Refrigeration · EIN 581855968 · Plan #001
- Total assets
- $228M
- Net assets
- $228M
- Active participants
- 3,117
- With balances
- 0
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Meketa Investment Group Inc CRD 110601 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Svcs | Recordkeeping, Custodial (securities), Other fees | $224,086 |
| Meketa Investment Group, Inc. | Investment advisory (plan) | $95,000 |
| Miller Kaplan Arase Llp | Accounting | $46,837 |
| Horizon Actuarial Services, Llc | Actuarial | $13,345 |