Plan Snapshot
- Plan Sponsor: Burlington Northern Santa Fe, LLC
- Sponsor EIN: 271754839
- Sponsor Address: 2301 LOU MENK DRIVE, FORT WORTH, TX, 761312828
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 5,008
- Total Assets: $22.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,008 | $22.1M | $91.8M | $28.7M |
| 2023 | 5,440 | $16.8M | $97.5M | $28.0M |
| 2022 | 5,718 | $14.6M | $85.0M | $35.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF ILLINOIS | Other Service Provider | $1,998,659 | — | $1,998,659 |
| ALIGHT SOLUTIONS | Recordkeeper | $682,251 | — | $682,251 |
| ARCHIMEDES | Other Service Provider | $428,965 | — | $428,965 |
| CAREMARK | Other Service Provider | $327,300 | — | $327,300 |
| EMBOLD HEALTH INC. | Other Service Provider | $238,416 | — | $238,416 |
| AETNA | Other Service Provider | $166,065 | — | $166,065 |
| ACCESS HOPE | Other Service Provider | $115,563 | — | $115,563 |
| HEALTH ADVOCATE | Other Service Provider | $105,534 | — | $105,534 |
| EXTEND HEALTH | Other Service Provider | $92,300 | — | $92,300 |
| TELADOC | Other Service Provider | $72,752 | — | $72,752 |
| ACE SOLUTIONS | Other Service Provider | $40,718 | — | $40,718 |
| METROPOLITAN LIFE INSURANCE COMPANY | Other Service Provider | $22,705 | — | $22,705 |
| CIGNA | Other Service Provider | $21,816 | — | $21,816 |
| NORTHERN TRUST | Other Service Provider | $20,000 | — | $20,000 |
| EMPLOYER DIRECT | Other Service Provider | $13,203 | — | $13,203 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,346,247
- Estimated Expense Ratio: 19.677% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $4,346,248 | — | $4,285,529 | — | — |
| 2023 | $4,966,678 | — | $4,903,539 | — | — |
| 2022 | $5,204,700 | — | $5,142,009 | — | $20,000 |