# Burlington Northern Santa Fe, LLC 401(k) Plan
Source: https://planprovider.pro/companies/burlington-northern-santa-fe-llc-271754839-501

> Burlington Northern Santa Fe, LLC's 401(k) plan: 5,008 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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