Plan Snapshot
- Plan Sponsor: Gatx Corporation
- Sponsor EIN: 361124040
- Sponsor Address: 233 SOUTH WACKER DRIVE, CHICAGO, IL, 606064147
- Plan Type: 401(k)
- Total Participants: 718
- Total Assets: $23.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 718 | $23.6M | $644,208 | $1.9M |
| 2023 | 474 | $21.7M | $563,827 | $1.6M |
| 2022 | 419 | $19.8M | $515,628 | $1.5M |
| 2019 | 468 | $18.1M | $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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $8,043 | — | $8,043 |
| 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: $8,043
- Estimated Expense Ratio: 0.034% 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 | $8,043 | — | — | — | — |
| 2023 | $10,277 | — | $1,200 | — | — |
| 2022 | $9,305 | — | — | — | — |
| 2019 | $10,524 | — | — | — | — |