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Company:
Refrigeration, Air Conditioning and Service Division (UA-NJ) Annuity Fund
Plan:
Refrigeration, Air Conditioning and Service Division (UA-NJ) Annuity Fund Plan
 

Refrigeration, Air Conditioning and Service Division (UA-NJ) Annuity Fund

68 Plan: Refrigeration, Air Conditioning and Service Division (UA-NJ) Annuity Fund Plan

 
 
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69
86
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For the average 401k participant, the 18 point difference between this plan's BrightScope Rating (68) and the top rated plan (86) could equate to:
[How is this calculated?]
11 additional years of work
Up to $71,800 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Refrigeration, Air Conditioning and Service Division (UA-NJ) Annuity Fund Plan is a defined contribution plan. This plan has a BrightScope Rating of 68. This plan is in the top 15% of plans for Company Generosity, Participation Rate, and Total Plan Cost. Refrigeration, Air Conditioning and Service Division (UA-NJ) Annuity Fund Plan currently has over 1,800 active participants and over $115.1M in plan assets.

 

 Retirement Plan Details

Address C/O Ie Shaffer & Co., Po Box 1028
West Trenton, NJ 08628-0230 
Industry Finance and Insurance
Administrator Dennis Whitby. Trustee
Sponsor Frank Hughes, Trustee
Net Plan Assets $115,000,000
Total Participants 1,900
Avg Account Balance $61,000

 Top 3 Funds in this 401k

1. Prudential Guaranteed Deposit 72%
2. Fidelity Contrafund 10%
3. Prudential S&P 500 Index 6%

  Plan Service Providers

Administration I.E. Shaffer & Co
Auditor David A Gerson CPA & Associates, Pc
Legal Counsel Timothy R. Hott, Pc
Insurance Carrier Prudential

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