Caterpillar Rail Division Retirement Savings Plan For Collectively Bargained Employees
Sponsored by Progress Rail Locomotive Inc. · EIN 201932740 · Plan #002
- Total assets
- $16.9M
- Net assets
- $16.9M
- Active participants
- 55
- With balances
- 258
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 |
|---|---|---|
| Alight Financial Advisors, Llc CRD 158744 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alight Financial Advisors, Llc | Investment advisory (participants), Direct payment from the plan | $7,890 |
| Alight Solutions Llc | Recordkeeping, Direct payment from the plan | $5,672 |
| Strategic Benefit Advisors | Contract administrator, Consulting (general), Direct payment from the plan | $5,059 |