Back to filter
Original filing (PDF)20251010150507NAL0007914177001
GENERAL COMMITTEE OF ADJUSTMENT FOR THE LINES, CSX-WESTERN LINES, CSX-
Form 5500
FILING_RECEIVED
BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS EMPLOYEES OF CSX TRANSPORTATION INC.
401(k) retirement plan
Signals · 1
45% in single holding
Active participants
4,908
Accounts w/ balance
5,354
Plan assets (EOY)
$903.1M
Net assets (EOY)
$902.9M
How this plan invests
This plan
5 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
77
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "CSX Corp" is 45% of plan.
- 10 bps in Schedule C fees — 59% above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENERAL COMMITTEE OF ADJUSTMENT FOR THE LINES, CSX-WESTERN LINES, CSX-.
Plan sponsor
Name
GENERAL COMMITTEE OF ADJUSTMENT FOR THE LINES, CSX-WESTERN LINES, CSX-
EIN
34-6401908
Address
950A UNION ROAD · WEST SENECA, NY · 142243438
Phone
(716) 771-1029
Industry
Transportation & Warehousingsee all
Plan administrator
Name
BLET CSX 401(K) PLAN COMMITTEE, GENERAL CHAIRMAN OF PLAN SPONSOR
EIN
34-6401908
City
WEST SENECA, NY
Phone
(716) 771-1029
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BONADIO & CO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER SMITH | 13-5674085 | — | RECORDKEEPER | $757K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BARCLAY DAMON | 31-7907707 | — | NONE | $80K | — |
| BONADIO & CO., LLP | 16-1131146 | — | NONE | $27K | — |
Investments
23 direct securities · 5 pooled funds· $924.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$645.2M
23 holdings
Common Collective Trust
$279.3M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CSX Corp | — | — | $239.7M | $409.8M | 45.4% | |
| INVESCO STABLE RETIREMENT TR INVESCO · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $127.1M | 14.1% | |
| SSGA S&P 500 CL N SSGA · EIN 90-0337987 / PN 306 | Common Collective Trust | — | — | $72.7M | 8.1% | |
| US DEBT INDEX CL W BLACKROCK · EIN 94-3385892 / PN 001 | Common Collective Trust | — | — | $39.3M | 4.4% | |
| American Growth Fund R6 | — | — | — | $35.5M | 3.9% | |
| Notes receivable from participants | — | — | — | $24.7M | 2.7% | |
| State Street S&P Midcap Index | — | — | — | $21.3M | 2.4% | |
| SSGA S&P MID CAP INDEX CL C SSGA · EIN 90-0337987 / PN 176 | Common Collective Trust | — | — | $21.3M | 2.4% | |
| T Rowe Price Blue Chip Grth I | — | — | — | $20.9M | 2.3% | |
| SSGA RUSSELL SMALL CAP INDEX S SSGA · EIN 90-0337987 / PN 180 | Common Collective Trust | — | — | $18.8M | 2.1% | |
| T Rowe Price Dividend Grth I | — | — | — | $14.4M | 1.6% | |
| Norfolk Southern Corp | — | — | — | $13.5M | 1.5% | |
| American Eropacific R6 GM | — | — | — | $12.2M | 1.4% | |
| American Growth Fund R6 GM | — | — | — | $11.4M | 1.3% | |
| Blackrock Sustainable BAL INST | — | — | — | $10.3M | 1.1% | |
| T Rowe Price Blue Chip GR I GM | — | — | — | $10.1M | 1.1% | |
| Blackrock Equity Dividend CL K | — | — | — | $9.4M | 1.0% | |
| Blackrock Equity Div CL K GM | — | — | — | $8.5M | 0.9% | |
| T Rowe Price Dividend GR I GM | — | — | — | $8.4M | 0.9% | |
| Blackrock HL SC OPP Inst | — | — | — | $7.4M | 0.8% | |
| American Capital World | — | — | — | $6.7M | 0.7% | |
| American Eropacific Growth R6 | — | — | — | $6.0M | 0.7% | |
| Blackrock Global Allocation K | — | — | — | $5.0M | 0.6% | |
| Invesco Growth AND Income R6 | — | — | — | $3.8M | 0.4% | |
| American US Governmet | — | — | — | $2.4M | 0.3% | |
| PIMCO Real Return FD CL INST | — | — | — | $2.3M | 0.2% | |
| Ishares MSCi EAFE Internl IDX K | — | — | — | $494K | <0.1% | |
| Neuberger Berman Real | — | — | — | $470K | <0.1% |