Plan Snapshot
- Plan Sponsor: Burlington Northern Santa Fe, LLC
- Sponsor EIN: 271754839
- Sponsor Address: GENERAL OFFICE BUILDING, FORT WORTH, TX, 761312828
- Plan Type: DB
- Total Participants: 4,460
- Total Assets: $3.1B
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 | 4,460 | $3.1B | $0 | $0 |
| 2023 | 4,759 | $2.6B | $0 | $0 |
| 2022 | 5,122 | $2.3B | $0 | $0 |
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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | NONE | $878,622 | — | $878,622 |
| MERCER | NONE | $120,535 | — | $120,535 |
| NORTHERN TRUST COMPANY | NONE | $116,671 | — | $116,671 |
| GROOM LAW GROUP | NONE | $15,740 | — | $15,740 |
| QDRO CONSULTANTS CO.LLC | NONE | $5,000 | — | $5,000 |
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — NONE
- GROOM LAW GROUP — 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: $1,136,568
- Estimated Expense Ratio: 0.037% 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 | $2,840,585 | — | — | — | — |
| 2023 | $2,554,578 | — | — | — | — |
| 2022 | $2,741,695 | $39,174 | $1,022,220 | — | $227,567 |