Doc & Nys & W Railway 401(k) Savings Plan & Trust
Sponsored by Delaware Otsego Corporation · EIN 160913491 · Plan #001
- Total assets
- $23.0M
- Net assets
- $23.0M
- Active participants
- 111
- With balances
- 145
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nbt Bank Na | Trustee (institutional) | $4,035 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $0 |