How big is Refrigeration, a/C & Service DIV. (UA-NJ) Annuity Fund's plan?

Refrigeration, a/C & Service DIV. (UA-NJ) Annuity Fund's plan reported $417.7M in assets and 2,308 participants for 2024.

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Original filing (PDF)20250929150201NAL0005101107002

Refrigeration, a/C & Service DIV. (UA-NJ) Annuity Fund

Name: Refrigeration, a/C & Service DIV. (UA-NJ) Annuity Fund — Form 5500 Plan 002 (2024)
Creator: Refrigeration, a/C & Service DIV. (UA-NJ) Annuity Fund
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Refrigeration, a/C & Service DIV. (UA-NJ) Annuity Plan

Defined-contribution retirement plan · Refrigeration, a/C & Service DIV. (UA-NJ) Annuity Fund's Refrigeration, a/C & Service DIV. (UA-NJ) Annuity Plan held $417.7M in plan assets for 2,308 participants in 2024, with Empower as recordkeeper.

Signals · 2

32% in single holding6 service providers

Active participants

2,308

Accounts w/ balance

2,516

Plan assets (EOY)

$417.7M

Net assets (EOY)

$417.7M

People on this filing

DAVE Kirgan, Trustee signed Refrigeration, a/C & Service DIV. (UA-NJ) Annuity Fund's 2024 Form 5500 as plan administrator.

DAVE Kirgan, Trustee — Plan Administrator — Form 5500 signer
Phillip Petillo, Trustee — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Refrigeration, a/C & Service DIV. (UA-NJ) Annuity Fund's EIN is 22-2585171.

EIN 22-2585171

Plan number 002

Plan year 2024

ACK ID 20250929150201NAL0005101107002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Refrigeration, a/C & Service DIV. (UA-NJ) Annuity Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) ANNUITY FUND.

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How this plan invests

This plan

1 pooled trust

Schedule D

181 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Plan sponsor

Name

REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) ANNUITY FUND

EIN

all filings

Address

PO BOX 1028 · 830 BEAR TAVERN RD · WEST TRENTON, NJ · 086280230

Phone

(609) 883-6688

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-03-01

Tax period

2025-02-28

Filed

2025-09-29

Pension benefit codes

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

GERSON & ASSOC CPAS AND ADVISORS PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	37-1467056	—	NONE	$52K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
I.E. SHAFFER & CO.	22-1750854	—	NONE	$242K	—

Investments

181 direct securities · 1 pooled fund· $429.6M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$247.2M

66 holdings

Mutual Funds

$103.2M

13 holdings

Common Collective Trusts

$47.1M

4 holdings

Pooled Separate Account

$17.6M

1 holding

Common Stocks

$14.4M

98 holdings

					% of plan
Empower Fixed Interest Fund ***	Other securities	—	—	$136.9M	32.8%
Empower Select T.Rowe Price Retirement Blend Fund	Other securities	—	—	$95.9M	23.0%
Fidelity Contrafund	Mutual Funds	—	—	$63.7M	15.3%
BlackRock iShares S&P 500 Index Fund	Common Collective Trusts	—	—	$35.5M	8.5%
LARGE CAP GROWTH / AMERICAN CENTURY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 253	Pooled Separate Account	—	—	$17.6M	4.2%
T. Rowe Price Growth Stock Fund	Other securities	—	—	$8.5M	2.0%
Vanguard Target Retirement Fund - 2030	Mutual Funds	—	—	$7.2M	1.7%
Vanguard Target Retirement Fund - 2025	Mutual Funds	—	—	$6.1M	1.5%
Vanguard Small Cap Index Fund	Common Collective Trusts	—	—	$4.8M	1.2%
Vanguard Mid Cap Index Fund	Common Collective Trusts	—	—	$4.7M	1.1%
Vanguard Target Retirement Fund - 2050	Mutual Funds	—	—	$3.8M	0.9%
Vanguard Target Retirement Fund - 2035	Mutual Funds	—	—	$3.7M	0.9%
Vanguard Target Retirement Fund - 2040	Mutual Funds	—	—	$3.6M	0.9%
Vanguard Target Retirement Fund - 2045	Mutual Funds	—	—	$3.3M	0.8%
Capital Group EuroPacific Growth Fund	Common Stocks	—	—	$3.3M	0.8%
Vanguard Target Retirement Fund - 2055	Mutual Funds	—	—	$3.0M	0.7%
Vanguard Target Retirement Fund - 2065	Mutual Funds	—	—	$2.6M	0.6%
Vanguard Target Retirement Fund - 2060	Mutual Funds	—	—	$2.5M	0.6%
Nuveen Large Cap Value Index Fund	Common Collective Trusts	—	—	$2.1M	0.5%
Vanguard Target Retirement Fund - 2020	Mutual Funds	—	—	$1.7M	0.4%
Vanguard Target Retirement Income Fund	Mutual Funds	—	—	$1.5M	0.4%
Hughes Environmental, Mahwah, NJ	Other securities	—	—	$658K	0.2%
AAA Refrigereation Service, Bronx, NY	Other securities	—	—	$642K	0.2%
Industrial Cooling Corp, Metuchen, NJ	Common Stocks	—	—	$606K	0.1%
Sander Mechanical Service LLC, Branchburg, NJ	Other securities	—	—	$562K	0.1%
Vanguard Equity Income Fund	Mutual Funds	—	—	$505K	0.1%
McCloskey Mechanical Contrs Inc, Blackwood, NJ	Common Stocks	—	—	$482K	0.1%
Johnson Controls Inc, Milwaukee, WI	Common Stocks	—	—	$449K	0.1%
Hutchins HVAC Inc, Union Beach, NJ	Common Stocks	—	—	$397K	<0.1%
MSC Mechanical Service Corp, Whippany, NJ	Common Stocks	—	—	$393K	<0.1%
Carrier Corporation, Charlotte, NC	Common Stocks	—	—	$368K	<0.1%
Northeast Mechanical Service Inc, Williamstown, NJ	Common Stocks	—	—	$350K	<0.1%
Climate Pros, Huntingdon Valley, PA	Other securities	—	—	$348K	<0.1%
G E Mechanical Services LLC, Vineland, NJ	Other securities	—	—	$322K	<0.1%
Falasca Mechanical Inc, Vineland, NJ	Common Stocks	—	—	$303K	<0.1%
Air Systems Maintenance Inc, Kenilworth, NJ	Common Stocks	—	—	$295K	<0.1%
Binsky & Snyder LLC, Piscataway, NJ	Other securities	—	—	$289K	<0.1%
Peterson Service Co Inc, Medford, NJ	Common Stocks	—	—	$288K	<0.1%
De Sesa Engineering Company, Livingston, NJ	Common Stocks	—	—	$278K	<0.1%
Thermal Service Inc, Edison, NJ	Common Stocks	—	—	$278K	<0.1%
T.L.P. Climate Control Systems, Inc, Millstone Township, NJ	Common Stocks	—	—	$252K	<0.1%
Trane Technologies Co LLC, King of Prussia, PA	Common Stocks	—	—	$239K	<0.1%
Core Mechanical Inc, Pennsauken, NJ	Common Stocks	—	—	$234K	<0.1%
Elliott-Lewis Corporation, Philadelphia, PA	Common Stocks	—	—	$218K	<0.1%
C-K Control Temp Inc, Green Brook, NJ	Common Stocks	—	—	$217K	<0.1%
Multi-Temp Mechanical Inc, Westville, NJ	Common Stocks	—	—	$216K	<0.1%
Herman Goldner Co Inc, Philadelphia, PA	Common Stocks	—	—	$214K	<0.1%
Unitemp Mechanical Degrees LLC, Somerset, NJ	Other securities	—	—	$212K	<0.1%
J Celiano Inc, Cranford, NJ	Common Stocks	—	—	$209K	<0.1%
Weathervane Service Inc, Matawan, NJ	Common Stocks	—	—	$201K	<0.1%