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

> Burlington Northern Santa Fe, LLC's 401(k) plan: 6,015 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 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.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [WHITLEY PENN LLP](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/burlington-northern-santa-fe-llc-401k-plan)

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