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

143

Total plan assets

$22.7M

Filings (rows)

Direct comp

Indirect comp

$17K

SERVICES PROVIDED

TPA / Administrator1

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Plans served

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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	$22.7M	$0	$17K