Plan Snapshot
- Plan Sponsor: Csx Corporation
- Sponsor EIN: 366859460
- Sponsor Address: 500 WATER STREET C905, JACKSONVILLE, FL, 32202
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $2.4B
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 | $2.4B | $0 | $0 |
| 2023 | 0 | $2.5B | $0 | $0 |
| 2022 | 0 | $2.3B | $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 |
|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | Custodian / Trustee | $1,783,587 | — | $1,783,587 |
| GOLDMAN SACHS ASSET MANAGEMENT | Investment Advisor | $1,574,666 | — | $1,574,666 |
| AON CONSULTING | Recordkeeper | $1,292,670 | — | $1,292,670 |
| MORGAN STANLEY INVESTMENT MGMT LTD | Other Service Provider | $536,923 | — | $536,923 |
| PACIFIC INVESTMENT MANAGEMENT CO LL | Other Service Provider | $445,806 | — | $445,806 |
| BAILLIE GIFFORD OVERSEAS LIMITED | Other Service Provider | $331,576 | — | $331,576 |
| ALLSPRING INTERMEDIATE II LLC | Other Service Provider | $324,805 | — | $324,805 |
| BLACKROCK FINANCIAL MANAGEMENT | Other Service Provider | $290,027 | — | $290,027 |
| LOOMIS SAYLES | Other Service Provider | $252,290 | — | $252,290 |
| RREEF MIDAMERICA | Other Service Provider | $222,102 | — | $222,102 |
| BLACKROCK | Other Service Provider | $199,142 | — | $199,142 |
| UBS GLOBAL ASSET MANAGEMENT | Investment Advisor | $175,061 | — | $175,061 |
| PGIM, INC | Recordkeeper | $168,906 | — | $168,906 |
| PRINCIPAL GLOBAL INVESTORS | Other Service Provider | $167,039 | — | $167,039 |
| WELLINGTON TRUST COMPANY | Other Service Provider | $151,715 | — | $151,715 |
| ERNST AND YOUNG LLP | Auditor | $134,000 | — | $134,000 |
| VOYA INSTITUTIONAL PLAN SERVICES | Other Service Provider | $127,476 | — | $127,476 |
| INC. DIAMOND HILL CAPITAL MANAGEMEN | Other Service Provider | $116,412 | — | $116,412 |
| HOLLAND & KNIGHT LLP | Other Service Provider | $70,438 | — | $70,438 |
| WELLS FARGO BANK | Other Service Provider | $40,800 | — | $40,800 |
| WELLS CAPITAL MANAGEMENT | Other Service Provider | $30,308 | — | $30,308 |
| STATE STREET RESEARCH & MANAGEMENT | Other Service Provider | $24,237 | — | $24,237 |
| CSX CORPORATION | Other Service Provider | $18,524 | — | $18,524 |
| ALIGHT SOLUTIONS LLC | Recordkeeper | $14,375 | — | $14,375 |
| GREAT WEST TRUST COMPANY, LLC | Other Service Provider | $8,454 | — | $8,454 |
| JONES DAY REAVIS & POGUE | Other Service Provider | $5,482 | — | $5,482 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GOLDMAN SACHS ASSET MANAGEMENT — Investment Advisor
- AON CONSULTING — Recordkeeper
- UBS GLOBAL ASSET MANAGEMENT — Investment Advisor
- PGIM, INC — Recordkeeper
- ERNST AND YOUNG LLP — Auditor
- ALIGHT SOLUTIONS LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,506,821
- Estimated Expense Ratio: 0.348% 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 | $10,620,352 | $5,015,268 | $18,524 | $134,000 | — |
| 2023 | $9,933,212 | $6,697,503 | $154,332 | — | — |
| 2022 | $11,704,868 | $6,104,412 | $119,730 | — | $3,701,123 |