Kansas City Southern 401(k) And Profit Sharing Plan
Sponsored by Kansas City Southern · EIN 440663509 · Plan #005 · Kansas City, MO
- Total assets
- $192M
- Net assets
- $192M
- Active participants
- 3,086
- With balances
- 1,392
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Trustee (directed), Sub-transfer agency fees, Recordkeeping fees | $79,042 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $60,907 |