AUMdb

Association Of American Railroads Incentive Thrift Plan

Sponsored by Association Of American Railroads · EIN 536000125 · Plan #002

Total assets
$136M
Net assets
$136M
Active participants
597
With balances
844

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
Capfinancial Partners, Llc CRD 175112 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $190,108
Capfinancial Partners Llc Dba Captr Investment advisory (plan) $70,000
Empower Financial Services, Inc. Shareholder servicing fees, Other investment fees and expenses $30