Employers › Consolidated Rail › plan 037
Recordkeeping fees per participant · Consolidated Rail Corporation Agreement Employees' Savings Plan · plan year 2024
$63.14
Higher than 44% of the 5,847 plans $50 to 250M that report it.
= $55,690 / 882
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015144551NAL0010150450001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015144551NAL0010150450001, received 2025-10-15
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 2025-10-15.
Administrative expenses excluding investment management, per participant
$74.25
Higher than 38% of the 8,758 plans $50 to 250M that report it.
= $65,492 / 882
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015144551NAL0010150450001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015144551NAL0010150450001, received 2025-10-15
Administrative expenses per participant
$94.21
Higher than 33% of the 9,042 plans $50 to 250M that report it.
= $83,092 / 882
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015144551NAL0010150450001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015144551NAL0010150450001, received 2025-10-15
Administrative expenses as a share of assets
0.152%
Higher than 56% of the 9,049 plans $50 to 250M that report it.
= $83,092 / $54,538,899
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015144551NAL0010150450001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015144551NAL0010150450001, received 2025-10-15
Employer contributions per participant
$104
Higher than 1% of the 9,105 plans $50 to 250M that report it.
= $92,122 / 882
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015144551NAL0010150450001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015144551NAL0010150450001, received 2025-10-15
Employer share of total contributions
2.7%
Higher than 1% of the 9,112 plans $50 to 250M that report it.
= $92,122 / $3,450,743
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015144551NAL0010150450001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015144551NAL0010150450001, received 2025-10-15
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015144551NAL0010150450001, received 2025-10-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | CONSOLIDATED RAIL CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015144551NAL0010150450001, received 2025-10-15 |
| Plan name | CONSOLIDATED RAIL CORPORATION AGREEMENT EMPLOYEES' SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015144551NAL0010150450001, received 2025-10-15 |
| Sponsor EIN / plan number | 23-1989084 / 037 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015144551NAL0010150450001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015144551NAL0010150450001, received 2025-10-15 |
| Sponsor location | PHILADELPHIA, PA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015144551NAL0010150450001, received 2025-10-15 |
| Industry (business code) | 482110, Transportation and warehousing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015144551NAL0010150450001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015144551NAL0010150450001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015144551NAL0010150450001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015144551NAL0010150450001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015144551NAL0010150450001, received 2025-10-15 |
| Participants, beginning of year | 906 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015144551NAL0010150450001, received 2025-10-15 |
| Active participants | 778 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015144551NAL0010150450001, received 2025-10-15 |
| Participants, end of year | 921 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015144551NAL0010150450001, received 2025-10-15 |
| Participants with an account balance | 882 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015144551NAL0010150450001, received 2025-10-15 |
| Total assets, beginning of year | $47,589,722 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015144551NAL0010150450001, received 2025-10-15 |
| Total assets, end of year | $54,538,899 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015144551NAL0010150450001, received 2025-10-15 |
| Net assets, end of year | $54,538,899 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015144551NAL0010150450001, received 2025-10-15 |
| Total income | $10,032,999 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015144551NAL0010150450001, received 2025-10-15 |
| Net income | $6,949,177 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015144551NAL0010150450001, received 2025-10-15 |
| Employer contributions | $92,122 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015144551NAL0010150450001, received 2025-10-15 |
| Participant contributions | $3,192,898 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015144551NAL0010150450001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $165,723 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015144551NAL0010150450001, received 2025-10-15 |
| Total contributions | $3,450,743 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015144551NAL0010150450001, received 2025-10-15 |
| Benefit payments | $3,000,730 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015144551NAL0010150450001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $3,083,822 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015144551NAL0010150450001, received 2025-10-15 |
| Total administrative expenses | $83,092 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015144551NAL0010150450001, received 2025-10-15 |
| Recordkeeping fees | $55,690 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015144551NAL0010150450001, received 2025-10-15 |
| Investment advisory and management fees | $17,600 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015144551NAL0010150450001, received 2025-10-15 |
| Administrative expenses excluding investment management | $65,492 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015144551NAL0010150450001, received 2025-10-15 |
| Held in common/collective trusts | $1,795,266 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015144551NAL0010150450001, received 2025-10-15 |
| Held in mutual funds | $49,778,370 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015144551NAL0010150450001, received 2025-10-15 |
| Independent auditor | INSERO & CO. CPAS, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015144551NAL0010150450001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015144551NAL0010150450001, received 2025-10-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC.recordkeeper | NONE | 15 Recordkeeping and information management; 16 Consulting (general); 25 Trustee (directed); 37 Participant loan processing; 38 Participant communication; 52 Investment management fees paid indirectly by plan | $65,492 | yes |
| VANGUARD ADVISERS INC. | NONE | 26 Investment advisory (participants) | $17,600 | 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 20251015144551NAL0010150450001, received 2025-10-15.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $47,589,722 | $54,538,899 | 14.6% |
| Participants with a balance | 859 | 882 | 2.7% |
| Administrative expenses | $77,562 | $83,092 | 7.1% |
| Recordkeeping fees per participant | $63.83 | $63.14 | -1.1% |
| Employer contributions | $87,184 | $92,122 | 5.7% |
Prior filing 20241015090710NAL0016030259001, received 2024-10-15; the plan years are contiguous.