Plan Snapshot
- Plan Sponsor: Gatx Corporation
- Sponsor EIN: 361124040
- Sponsor Address: 233 SOUTH WACKER DRIVE - 51ST FLOOR, CHICAGO, IL, 60606
- Plan Type: DB
- Total Participants: 583
- Total Assets: $226.8M
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 | 583 | $226.8M | $0 | $0 |
| 2023 | 546 | $230.9M | $0 | $0 |
| 2022 | 514 | $224.1M | $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 |
|---|---|---|---|---|
| AON CONSULTING | NONE | $418,255 | — | $418,255 |
| AON INVESTMENTS USA INC | NONE | $232,347 | — | $232,347 |
| NORTHERN TRUST COMPANY | NONE | $126,132 | — | $126,132 |
| MORGAN LEWIS & BOCKIUS LLP | NONE | $32,437 | — | $32,437 |
| UBS GLOBAL ASSET MANAGEMENT | NONE | $17,762 | — | $17,762 |
| ERNST & YOUNG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING — NONE
- MORGAN LEWIS & BOCKIUS LLP — NONE
- UBS GLOBAL ASSET MANAGEMENT — NONE
- ERNST & YOUNG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $826,933
- Estimated Expense Ratio: 0.365% 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 | $1,028,894 | $250,109 | — | — | — |
| 2023 | $955,031 | $239,281 | — | — | — |
| 2022 | $1,011,023 | $293,178 | — | — | $417,499 |