Csx Corporation Capital Builder Plan
Sponsored by Csx Corporation · EIN 621051971 · Plan #004
- Total assets
- $1.5B
- Net assets
- $1.5B
- Active participants
- 19,459
- With balances
- 15,201
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 |
|---|---|---|
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Morgan Stanley Investment Management Inc. CRD 110353 | fuzzy_auto · 98% | 2024 |
| Wellington Management Company Llp CRD 106595 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Services | Investment advisory (participants), Direct payment from the plan | $973,736 |
| Empower Annuity Insurance Company | Recordkeeping fees, Recordkeeping, Participant loan processing | $580,011 |
| Northern Trust Company | Custodial (securities), Trustee (institutional), Securities brokerage | $275,770 |
| Ernst & Young | Accounting, Direct payment from the plan | $60,270 |
| Qdro Consultants Company, Llc | Consulting (general), Direct payment from the plan | $12,000 |
| Loomis Sayles & Company | Investment advisory (plan), Investment management fees (indirect) | $0 |
| Dodge & Cox | Investment advisory (plan), Investment management fees (indirect) | $0 |
| Morgan Stanley Investment Manage | Investment advisory (plan), Investment management fees (indirect) | $0 |
| Wellington Management Co. Llp | Investment advisory (plan), Investment management fees (indirect) | $0 |
| Holland & Knight | Investment advisory (plan), Investment management fees (indirect) | $0 |
| Jones Day Reavis & Pogue | Investment advisory (plan), Investment management fees (indirect) | $0 |