AUMdb

Brotherhood Of Locomotive Engineers And Trainmen Svgs401 For Employees Of Norfolk Southern Carriers

Sponsored by General Committees Of Adjustment · EIN 166008869 · Plan #001 · East Springfield, PA

Total assets
$577M
Net assets
$577M
Active participants
3,393
With balances
3,802

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Merrill Lynch, Pierce, Fenner And S Sub-transfer agency fees, Shareholder servicing fees, Investment management $615,338
Bond, Schoeneck & King, Pllc Legal $49,100
Coleman & Co., P.C. Accounting $36,000
Ted Marty & Associates Insurance services $27,895