REF Investment Management

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

286

Total plan assets

$46.4M

Filings (rows)

Direct comp

$25

Indirect comp

$34K

SERVICES PROVIDED

TPA / Administrator2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
St. Paul's Episcopal School St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) · all filings	MOBILE, AL	TPA / Administrator	143	$23.7M	$25	$17K
St. Paul's Episcopal School St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) · all filings	MOBILE, AL	TPA / Administrator	143	$22.7M	$0	$17K