# Burlington Northern Santa Fe, LLC DB Plan
Source: https://planprovider.pro/companies/burlington-northern-santa-fe-llc-plan-001

> Burlington Northern Santa Fe, LLC's DB plan: 4,460 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:** 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](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [GROOM LAW GROUP](https://planprovider.pro/provider/groom-law-group) — 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:** $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|

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