Refrigeration, A/C & Service Div. (Ua Nj) Pension Plan
Sponsored by Refrigeration, A/C & Service Div. (Ua Nj) Pension Fund · EIN 226109064 · Plan #001
- Total assets
- $410M
- Net assets
- $410M
- Active participants
- 1,868
- With balances
- 0
Plan year beginning 03/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Crescent Capital Group Lp CRD 153966 | deterministic · 100% | 2024 |
| Constitution Capital Llc CRD 310378 | deterministic · 100% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Clearbridge Investments, Llc CRD 137028 | deterministic · 100% | 2024 |
| Fenimore Asset Management, Inc. CRD 110946 | deterministic · 100% | 2024 |
| Eagle Capital Management, Llc CRD 110177 | fuzzy_auto · 94% | 2024 |
| Reynolds Consulting Services Llc CRD 135768 | deterministic · 100% | 2024 |
| Sterling Capital Management Inc CRD 106822 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Crescent Capital Group Lp | Investment management | $753,850 |
| I.E. Shaffer & Co. | Contract administrator | $472,969 |
| Boyd Watterson Asset Management | Investment management | $212,873 |
| Constitution Capital | Investment management | $121,825 |
| Ullico Investment Advisors | Investment management | $103,852 |
| Prudential Retirement Ins & Ann Co. | Investment management | $83,497 |
| Prudential Ins. Co. Prisa | Investment management | $79,252 |
| David A. Gerson, Cpa & Asso. Pc | Accounting | $68,498 |
| Clearbridge Investments, Llc | Investment management | $63,669 |
| Fenimore Asset Management | Investment management | $56,602 |
| Obrien, Belland, & Bushinsky | Legal | $47,870 |
| Grosvenor | Investment management | $43,789 |
| J.P. Morgan | Investment management, Investment advisory (plan), Direct payment from the plan | $43,698 |
| Eagle Capital Mgt. Llc | Investment management | $41,538 |
| Basil Castrovinci Associates Inc | Actuarial | $39,064 |
| Sterling Capital Management, Llc | Investment management | $33,680 |
| Reynolds Consulting Services | Investment advisory (plan) | $24,803 |
| Lindabury, Mccormick, Estabrook & C | Legal | $21,175 |