AUMdb

American Heritage Railways 401(k) Plan

Sponsored by American Heritage Railways, Inc. · EIN 650848158 · Plan #001

Total assets
$8.4M
Net assets
$8.4M
Active participants
523
With balances
175

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $5,761