Rail Group 401(k) & Profit Sharing Plan
Sponsored by Rail Management Services, Llc · EIN 911738173 · Plan #005
- Total assets
- $36.4M
- Net assets
- $36.4M
- Active participants
- 1,984
- With balances
- 394
Plan year beginning 02/01/2024 · Default investment account (QDIA), Participant-directed brokerage accounts, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $20,448 |
| Kestra Advisory Services | Consulting (general), Investment advisory (plan) | $3,018 |