DAVE Kirgan, Trustee signed Refrigeration, a/C & Service DIV. (UA-NJ) Pension Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Refrigeration, a/C & Service DIV. (UA-NJ) Pension Fund's EIN is 22-6109064.
Download the official 2024 Form 5500 (PDF) for Refrigeration, a/C & Service DIV. (UA-NJ) Pension Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUDENTIAL RETIREMENT INS & ANN CO. | 06-1050034 | — | NONE | $83K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOYD WATTERSON ASSET MANAGEMENT | — | CLEVELAND, OH | NONE | $213K | — |
| ULLICO INVESTMENT ADVISORS | — | WASHINGTON, DC | NONE | $104K | — |
| FENIMORE ASSET MANAGEMENT | 14-1564237 | — | NONE | $57K | — |
| STERLING CAPITAL MANAGEMENT, LLC | 42-1658828 | — | NONE | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DAVID A. GERSON, CPA & ASSO. PC | 22-3163246 | — | NONE | $68K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CRESCENT CAPITAL GROUP LP | — | NEW YORK, NY | NONE | $754K | — |
| I.E. SHAFFER & CO. | 22-1750854 | — | NONE | $473K | — |
| CONSTITUTION CAPITAL | — | ANDOVER, MA | NONE | $122K | — |
| PRUDENTIAL INS. CO. - PRISA | 22-1211670 | — | NONE | $79K | — |
| CLEARBRIDGE INVESTMENTS, LLC | — | NEW YORK, NY | NONE | $64K | — |
| OBRIEN, BELLAND, & BUSHINSKY | 37-1467056 | — | NONE | $48K | — |
| GROSVENOR | 32-0497309 | — | NONE | $44K | — |
| J.P. MORGAN | 13-3200244 | — | NONE | $44K | — |
| EAGLE CAPITAL MGT. LLC | 22-3361201 | — | NONE | $42K | — |
| BASIL CASTROVINCI ASSOCIATES INC | 13-2831500 | — | NONE | $39K | — |
| REYNOLDS CONSULTING SERVICES | 20-1899564 | — | NONE | $25K | — |
| LINDABURY, MCCORMICK, ESTABROOK & C | 22-1943351 | — | NONE | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX FUND WILMINGTON TRUST, N.A. · EIN 20-3802168 / PN 001 | Common Collective Trust | — | $35.1M | $83.9M | 20.5% | |
| Empower GDA | Other securities | — | $76.7M | $73.8M | 18.0% | |
| BLACKROCK RUSSELL GROWTH INDEX FUND WILMINGTON TRUST, N.A. · EIN 81-1025041 / PN 012 | Common Collective Trust | — | $9.6M | $67.1M | 16.4% | |
| BLACKROCK RUSSELL VALUE INDEX FUND WILMINGTON TRUST, N.A. · EIN 81-1009614 / PN 011 | Common Collective Trust | — | $22.8M | $51.7M | 12.6% | |
| Boyd Waterson GSA Fund, LP CCT | Other securities | — | $16.8M | $16.7M | 4.1% | |
| Conning-Goodwin Capital Core Plus Bond CCT | Other securities | — | $14.2M | $16.3M | 4.0% | |
| CLEARBRIDGE INTERNATIONAL GROWTH WILMINGTON TRUST, N.A. · EIN 82-3125078 / PN 346 | Common Collective Trust | — | $8.5M | $12.7M | 3.1% | |
| BLACKROCK MID CAP EQUITY INDEX FUND WILMINGTON TRUST, N.A. · EIN 20-3802327 / PN 003 | Common Collective Trust | — | $2.9M | $8.1M | 2.0% | |
| PRISA PRUDENTIAL INSURANCE CO · EIN 22-1211670 / PN 038 | Pooled Separate Account | — | $6.7M | $7.0M | 1.7% | |
| ULLICO INFRASTRUCTURE ULLICO INVESTMENT ADVISORS, INC · EIN 90-0622302 / PN 001 | Common Collective Trust | — | $5.4M | $6.9M | 1.7% | |
| CRESCENT CAPITAL TRUST II UNLEVERED GLOBAL TRUST COMPANY · EIN 32-6471303 / PN 001 | Common Collective Trust | — | $5.8M | $5.3M | 1.3% | |
| Crescent Capital Trust Credit Solutions VIII CCT | Other securities | — | $5.1M | $5.1M | 1.2% | |
| GCM GROSVENOR GROSVENOR · EIN 32-0497309 / PN 999 | Common Collective Trust | — | $4.0M | $4.7M | 1.2% | |
| JPMCB STRATEGIC PROPERTY FUND JP MORGAN CHASE BANK, N.A. · EIN 13-6038770 / PN 001 | Common Collective Trust | — | $3.5M | $3.8M | 0.9% | |
| Constitution Capital Ironsides Co-Investment Fund LP | Common Stocks | — | $3.1M | $3.3M | 0.8% | |
| Ironsides Partnership Fund LP | Other securities | — | $1.7M | $2.2M | 0.5% | |
| USA Treasury Note 2/15/2029 | U.S. Treasuries | — | $1.9M | $1.9M | 0.5% | |
| USA Treasury Note 11/15/2032 | U.S. Treasuries | — | $1.0M | $1.0M | 0.2% | |
| Treasury Bonds USA Treasury Note 2/15/2045 | U.S. Treasuries | — | $723K | $662K | 0.2% | |
| Ironsides Opportunities Fund LP | Other securities | — | $620K | $646K | 0.2% | |
| Money Funds/Cash Pending | Cash / Money Market | — | $605K | $605K | 0.1% | |
| Exlservice Holdings Inc Common | Common Stocks | — | $358K | $583K | 0.1% | |
| Hughes Environmental, Mahwah, NJ | Other securities | — | — | $528K | 0.1% | |
| AAA Refrigereation Service, Bronx, NY | Other securities | — | — | $516K | 0.1% | |
| Brown & Brown Inc Common | Common Stocks | — | $211K | $511K | 0.1% | |
| Industrial Cooling Corp, Metuchen, NJ | Common Stocks | — | — | $487K | 0.1% | |
| USA Treasury Note 7/31/2026 | U.S. Treasuries | — | $467K | $479K | 0.1% | |
| Markel Group Inc Common | Common Stocks | — | $281K | $464K | 0.1% | |
| Sander Mechanical Service LLC, Branchburg, NJ | Other securities | — | — | $453K | 0.1% | |
| Broadridge Financial Sol Common | Other securities | — | $319K | $439K | 0.1% | |
| USA Treasury Note 8/15/2054 | U.S. Treasuries | — | $395K | $403K | <0.1% | |
| McCloskey Mechanical Contrs Inc, Blackwood, NJ | Common Stocks | — | — | $388K | <0.1% | |
| Idex Corp Common | Common Stocks | — | $400K | $377K | <0.1% | |
| Pinnacle Financial Common | Other securities | — | $178K | $369K | <0.1% | |
| CDW Corp Common | Common Stocks | — | $302K | $366K | <0.1% | |
| Keysight Technologies Common | Other securities | — | $330K | $365K | <0.1% | |
| Johnson Controls Inc, Milwaukee, WI | Common Stocks | — | — | $362K | <0.1% | |
| Zebra Technologies Corp CL A Common | Common Stocks | — | $336K | $355K | <0.1% | |
| Mid-Atlantic Service 360 Inc, Millstone Township, NJ | Common Stocks | — | — | $352K | <0.1% | |
| Microchip Technology Inc Common | Common Stocks | — | $412K | $342K | <0.1% | |
| Waters Corp Common | Common Stocks | — | $256K | $338K | <0.1% | |
| Heico Corp CL A Common | Common Stocks | — | $199K | $321K | <0.1% | |
| Hutchins HVAC Inc, Union Beach, NJ | Common Stocks | — | — | $320K | <0.1% | |
| MSC Mechanical Service Corp, Whippany, NJ | Common Stocks | — | — | $316K | <0.1% | |
| Ross Stores Inc Common | Common Stocks | — | $227K | $315K | <0.1% | |
| Fastenal Co Common | Common Stocks | — | $209K | $314K | <0.1% | |
| Vulcan Materials Co Common | Common Stocks | — | $191K | $300K | <0.1% | |
| Colliers International Group Common | Common Stocks | — | $174K | $297K | <0.1% | |
| Carrier Corporation, Charlotte, NC | Common Stocks | — | — | $296K | <0.1% | |
| FNMA Pool MA4269 2/1/2041 | Agency / Mortgage-Backed | — | $301K | $294K | <0.1% |
