Cathcart Rail, Llc 401(k) Profit Sharing Plan
Sponsored by Cathcart Rail Holdco, Llc · EIN 852553567 · Plan #002
- Total assets
- $18.6M
- Net assets
- $18.6M
- Active participants
- 840
- With balances
- 1,036
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch | Investment advisory (participants) | $25,009 |
| John Hancock | Recordkeeping, Investment management, Shareholder servicing fees | $14,604 |
| Onedigital Investment Advisors | Investment advisory (participants) | $13,547 |