# Refrigeration, A/C & Service Div. (Ua-Nj) Pension Fund DB Plan
Source: https://planprovider.pro/companies/refrigeration-a-c-service-div-ua-nj-pension-fund-plan

> Refrigeration, A/C & Service Div. (Ua-Nj) Pension Fund's DB plan: 1,868 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Refrigeration, A/C & Service Div. (Ua-Nj) Pension Fund

- **Sponsor EIN:** 226109064

- **Sponsor Address:** PO BOX 1028, WEST TRENTON, NJ, 086280230

- **Plan Type:** DB

- **Total Participants:** 1,868

- **Total Assets:** $409.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|1,868|$409.9M|$0|$0|

| 2024|1,818|$369.6M|$0|$0|

| 2023|1,740|$324.1M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| GERSON & ASSOC CPAS AND ADVISORS PC|Auditor|$68,498|—|$68,498|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $68,498

- **Estimated Expense Ratio:** 0.017% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2025|$2,464,124|$1,662,928|$472,969|$68,498|—|

| 2024|$2,478,091|$1,733,798|$417,485|$67,266|—|

| 2023|$2,012,257|$1,288,192|$392,829|—|$196,269|

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