Employers › Kansas City Southern
Recordkeeping fees per participant · Kansas City Southern 401(k) and Profit Sharing Plan · plan year 2024
$47.27
Higher than 34% of the 5,847 plans $50 to 250M that report it.
= $65,804 / 1,392
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260313181512NAL0008015569001, received 2026-03-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260313181512NAL0008015569001, received 2026-03-13
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2026-03-13.
Administrative expenses excluding investment management, per participant
$56.44
Higher than 28% of the 8,758 plans $50 to 250M that report it.
= $78,571 / 1,392
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260313181512NAL0008015569001, received 2026-03-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260313181512NAL0008015569001, received 2026-03-13
Administrative expenses per participant
$100.20
Higher than 36% of the 9,042 plans $50 to 250M that report it.
= $139,478 / 1,392
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260313181512NAL0008015569001, received 2026-03-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260313181512NAL0008015569001, received 2026-03-13
Administrative expenses as a share of assets
0.073%
Higher than 28% of the 9,049 plans $50 to 250M that report it.
= $139,478 / $192,258,339
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260313181512NAL0008015569001, received 2026-03-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260313181512NAL0008015569001, received 2026-03-13
Employer contributions per participant
$3,062
Higher than 56% of the 9,105 plans $50 to 250M that report it.
= $4,262,116 / 1,392
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260313181512NAL0008015569001, received 2026-03-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260313181512NAL0008015569001, received 2026-03-13
Employer share of total contributions
31.4%
Higher than 56% of the 9,112 plans $50 to 250M that report it.
= $4,262,116 / $13,594,093
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260313181512NAL0008015569001, received 2026-03-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260313181512NAL0008015569001, received 2026-03-13
Plan terms are described in Kansas City Southern's SEC filings: Form 10-K filed 2023-02-03. No term could be quoted from them with the required precision.
3H controlled-group sponsor · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 2E profit-sharing · 2R participant brokerage window · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20260313181512NAL0008015569001, received 2026-03-13
| Field | Value | Source |
|---|---|---|
| Plan sponsor | KANSAS CITY SOUTHERN | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20260313181512NAL0008015569001, received 2026-03-13 |
| Plan name | KANSAS CITY SOUTHERN 401(K) AND PROFIT SHARING PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20260313181512NAL0008015569001, received 2026-03-13 |
| Sponsor EIN / plan number | 44-0663509 / 005 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20260313181512NAL0008015569001, received 2026-03-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20260313181512NAL0008015569001, received 2026-03-13 |
| Sponsor location | KANSAS CITY, MO | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20260313181512NAL0008015569001, received 2026-03-13 |
| Industry (business code) | 551112, Management of companies and enterprises | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20260313181512NAL0008015569001, received 2026-03-13 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20260313181512NAL0008015569001, received 2026-03-13 |
| Filing received | 2026-03-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20260313181512NAL0008015569001, received 2026-03-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20260313181512NAL0008015569001, received 2026-03-13 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20260313181512NAL0008015569001, received 2026-03-13 |
| Participants, beginning of year | 1,831 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20260313181512NAL0008015569001, received 2026-03-13 |
| Active participants | 3,086 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20260313181512NAL0008015569001, received 2026-03-13 |
| Participants, end of year | 3,366 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20260313181512NAL0008015569001, received 2026-03-13 |
| Participants with an account balance | 1,392 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260313181512NAL0008015569001, received 2026-03-13 |
| Total assets, beginning of year | $181,144,637 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20260313181512NAL0008015569001, received 2026-03-13 |
| Total assets, end of year | $192,258,339 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260313181512NAL0008015569001, received 2026-03-13 |
| Net assets, end of year | $192,258,339 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20260313181512NAL0008015569001, received 2026-03-13 |
| Total income | $39,431,934 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20260313181512NAL0008015569001, received 2026-03-13 |
| Net income | $11,113,702 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20260313181512NAL0008015569001, received 2026-03-13 |
| Employer contributions | $4,262,116 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260313181512NAL0008015569001, received 2026-03-13 |
| Participant contributions | $8,603,132 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20260313181512NAL0008015569001, received 2026-03-13 |
| Other contributions (incl. rollovers) | $728,845 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20260313181512NAL0008015569001, received 2026-03-13 |
| Total contributions | $13,594,093 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260313181512NAL0008015569001, received 2026-03-13 |
| Benefit payments | $28,178,754 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20260313181512NAL0008015569001, received 2026-03-13 |
| Total expenses (incl. benefit payments) | $28,318,232 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20260313181512NAL0008015569001, received 2026-03-13 |
| Total administrative expenses | $139,478 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260313181512NAL0008015569001, received 2026-03-13 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20260313181512NAL0008015569001, received 2026-03-13 |
| Recordkeeping fees | $65,804 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260313181512NAL0008015569001, received 2026-03-13 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20260313181512NAL0008015569001, received 2026-03-13 |
| Investment advisory and management fees | $60,907 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20260313181512NAL0008015569001, received 2026-03-13 |
| Administrative expenses excluding investment management | $78,571 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260313181512NAL0008015569001, received 2026-03-13 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20260313181512NAL0008015569001, received 2026-03-13 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20260313181512NAL0008015569001, received 2026-03-13 |
| Held in mutual funds | $164,596,792 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20260313181512NAL0008015569001, received 2026-03-13 |
| Independent auditor | ARMANINO LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20260313181512NAL0008015569001, received 2026-03-13 |
Position = column in the DOL layout for form year 2024. Filing 20260313181512NAL0008015569001, received 2026-03-13.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 25 Trustee (directed); 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $79,042 | yes |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $60,907 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20260313181512NAL0008015569001, received 2026-03-13.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $181,144,637 | $192,258,339 | 6.1% |
| Participants with a balance | 1,350 | 1,392 | 3.1% |
| Administrative expenses | $151,571 | $139,478 | -8.0% |
| Recordkeeping fees per participant | $55.74 | $47.27 | -15.2% |
| Employer contributions | $5,419,043 | $4,262,116 | -21.3% |
Prior filing 20241010131120NAL0011491043001, received 2024-10-10; the plan years are contiguous.
Sponsor name as filed: KANSAS CITY SOUTHERN; SEC registrant: KANSAS CITY SOUTHERN (CIK 54480, matched by EIN).