Plan Snapshot
- Plan Sponsor: Burlington Northern Santa Fe, LLC
- Sponsor EIN: 271754839
- Sponsor Address: 2301 LOU MENK DR., FORT WORTH, TX, 76131
- Plan Type: 401(k)
- Total Participants: 6,015
- Total Assets: $2.5B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 6,015 | $2.5B | $49.8M | $59.9M |
| 2023 | 6,424 | $2.3B | $49.9M | $61.2M |
| 2022 | 6,551 | $2.0B | $44.1M | $55.9M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $48,500 | — | $48,500 |
| QDRO CONSULTANTS | NONE | $11,500 | — | $11,500 |
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- WHITLEY PENN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,000
- Estimated Expense Ratio: 0.002% 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 | $11,500 | — | — | — | — |
| 2023 | $18,772 | — | — | — | — |
| 2022 | $45,278 | — | — | — | — |