Plan Snapshot
- Plan Sponsor: Cathcart Rail, LLC
- Sponsor EIN: 833581368
- Sponsor Address: 8940 LYRA DRIVE, #200, COLUMBUS, OH, 43240
- Plan Type: 401(k)
- Total Participants: 834
- Total Assets: $17.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 834 | $17.7M | $900,434 | $2.1M |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | Recordkeeper | $66,498 | — | $66,498 |
| JOHN HANCOCK | Recordkeeper | $62,078 | — | $62,078 |
| THE HUNTINGTON NATIONAL BANK | Other Service Provider | $31,588 | — | $31,588 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS — Recordkeeper
- JOHN HANCOCK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $160,164
- Estimated Expense Ratio: 0.907% 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 |
|---|---|---|---|---|---|
| 2023 | $162,811 | $49,044 | $78,826 | — | — |