# Association Of American Railroads Health & Welfare Plan
Source: https://planprovider.pro/companies/association-of-american-railroads-536000125-506

> Association Of American Railroads's Health & Welfare plan: 236 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Association Of American Railroads

- **Sponsor EIN:** 536000125

- **Sponsor Address:** 425 THIRD STREET SW, SUITE 1000, WASHINGTON, DC, 20024

- **Plan Type:** Health & Welfare

- **Plan Number:** 506

- **Total Participants:** 236

- **Total Assets:** $5.8M

## 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.|

| 2024|236|$5.8M|$0|$0|

| 2023|235|$5.5M|$0|$0|

| 2022|242|$5.1M|$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|

| CAPFINANCIAL PARTNERS LLC|Other Service Provider|$28,576|—|$28,576|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $28,576

- **Estimated Expense Ratio:** 0.493% 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|

| 2024|$44,367|—|—|—|—|

| 2023|$37,899|—|—|—|—|

| 2022|$35,292|—|—|—|$35,292|

## Similar Plans

- [Association Of American Railroads](https://planprovider.pro/companies/association-of-american-railroads-401k-plan) — 597 participants

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