Plan Snapshot
- Plan Sponsor: Consolidated Rail Corporation Master Trust
- Sponsor EIN: 367370050
- Sponsor Address: FRANKFORD JUNCTION YARD, PHILADELPHIA, PA, 19137
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $278.8M
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 | 0 | $278.8M | $0 | $0 |
| 2023 | 0 | $295.1M | $0 | $0 |
| 2022 | 0 | $288.2M | $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 |
|---|---|---|---|---|
| GOLDMAN SACHS ASSET MANAGEMENT | Investment Advisor | $215,669 | — | $215,669 |
| PRIMECAP MANAGEMENT CO. | Other Service Provider | $63,340 | — | $63,340 |
| HOTCHKISS AND WILEY CAPITAL MGMT | Other Service Provider | $61,328 | — | $61,328 |
| ALLSPRING INTERMEDIATE II LLC | Other Service Provider | $36,346 | — | $36,346 |
| BLACKROCK | Other Service Provider | $19,172 | — | $19,172 |
| ACADIAN ASSET MANAGEMENT | Other Service Provider | $18,500 | — | $18,500 |
| WELLS CAPITAL MANAGEMENT | Other Service Provider | $12,471 | — | $12,471 |
| PRICEWATERHOUSECOOPERS LLP | Auditor | $6,000 | — | $6,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GOLDMAN SACHS ASSET MANAGEMENT — Investment Advisor
- PRICEWATERHOUSECOOPERS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $432,826
- Estimated Expense Ratio: 0.155% 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 | $395,153 | $389,153 | — | — | — |
| 2023 | $408,451 | $399,451 | — | — | — |
| 2022 | $537,002 | $528,002 | — | — | $9,000 |