Plan Snapshot
- Plan Sponsor: Gatx Corporation
- Sponsor EIN: 361124040
- Sponsor Address: 233 SOUTH WACKER DRIVE, CHICAGO, IL, 606067147
- Plan Type: 401(k)
- Total Participants: 685
- Total Assets: $240.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 685 | $240.4M | $3.4M | $8.3M |
| 2023 | 629 | $213.6M | $2.0M | $7.1M |
| 2022 | 616 | $183.3M | $1.8M | $6.7M |
| 2019 | 662 | $197.3M | $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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $6,288 | — | $6,288 |
| ERNST & YOUNG | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ERNST & YOUNG — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,288
- Estimated Expense Ratio: 0.003% 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 | $6,288 | — | — | — | — |
| 2023 | $6,491 | — | — | — | — |
| 2022 | $5,863 | — | — | — | — |
| 2019 | $7,997 | — | — | — | — |