Plan Snapshot
- Plan Sponsor: Union Pacific Corporation
- Sponsor EIN: 367045728
- Sponsor Address: 1400 DOUGLAS STREET STOP 1620, OMAHA, NE, 68179
- Plan Type: 401(k)
- Plan Number: 018
- Total Participants: 0
- Total Assets: $4.6B
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 | 0 | $4.6B | $0 | $0 |
| 2023 | 0 | $4.7B | $0 | $0 |
| 2022 | 0 | $4.4B | $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 |
|---|---|---|---|---|
| METLIFE INVESTMENT MGMT HOLDINGS, L | Other Service Provider | $1,200,899 | — | $1,200,899 |
| WELLINGTON MANAGEMENT CO LLP | Other Service Provider | $1,091,515 | — | $1,091,515 |
| DODGE & COX | Other Service Provider | $1,008,913 | — | $1,008,913 |
| LEGAL & GENERAL INVESTMENT | Other Service Provider | $848,497 | — | $848,497 |
| INTECH INVESTMENT MANAGEMENT LLC | Other Service Provider | $558,587 | — | $558,587 |
| RUSSELL INVESTMENTS CAPITAL, LLC | Investment Advisor | $380,293 | — | $380,293 |
| STATE STREET BANK AND TRUST COMPANY | Custodian / Trustee | $243,807 | — | $243,807 |
| BLACKROCK | Other Service Provider | $159,746 | — | $159,746 |
| DELOITTE & TOUCHE LLP | Auditor | $119,400 | — | $119,400 |
| RUSSELL REAL ESTATE ADVISORS | Other Service Provider | $66,911 | — | $66,911 |
| LUTZ & COMPANY | Auditor | $23,650 | — | $23,650 |
| KPMG LIMITED | Auditor | $5,820 | — | $5,820 |
| MSCI INC | Other Service Provider | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUSSELL INVESTMENTS CAPITAL, LLC — Investment Advisor
- DELOITTE & TOUCHE LLP — Auditor
- LUTZ & COMPANY — Auditor
- KPMG LIMITED — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,713,038
- Estimated Expense Ratio: 0.123% 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 | $7,791,589 | $4,898,546 | — | $119,400 | — |
| 2023 | $8,598,051 | $1,355,526 | — | — | — |
| 2022 | $15,113,634 | $12,549,247 | — | — | $2,324,098 |