Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Burlington Northern Santa FE
Burlington Northern Santa FE 401(k)
- Transportation and warehousing
- Fort Worth, TX
- EIN 27-1754839
- 1 plan with Schedule H financials
- Plan year 2024
- Burlington Northern Santa FE, LLC
Administrative expenses excluding investment management, per participant · Burlington Northern Santa FE Investment and Retirement Plan · plan year 2024
$1.42
Higher than 1% of the 1,045 plans over $1B that report it.
Source
= $11,500 / 8,105
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013105550NAL0000511907001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013105550NAL0000511907001, received 2025-10-13
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-13.
Cost and contributions
Administrative expenses per participant
$1.42
Higher than 1% of the 1,076 plans over $1B that report it.
Source
= $11,500 / 8,105
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013105550NAL0000511907001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013105550NAL0000511907001, received 2025-10-13
Administrative expenses as a share of assets
0.000%
Higher than 1% of the 1,076 plans over $1B that report it.
Source
= $11,500 / $2,543,965,706
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013105550NAL0000511907001, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013105550NAL0000511907001, received 2025-10-13
Employer contributions per participant
$6,149
Higher than 77% of the 1,135 plans over $1B that report it.
Source
= $49,835,520 / 8,105
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013105550NAL0000511907001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013105550NAL0000511907001, received 2025-10-13
Employer share of total contributions
38.5%
Higher than 70% of the 1,135 plans over $1B that report it.
Source
= $49,835,520 / $129,529,742
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013105550NAL0000511907001, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013105550NAL0000511907001, received 2025-10-13
98.8% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $0 ($1.42 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
Plan terms, as stated in Burlington Northern Santa FE, LLC's SEC filings
Plan terms are described in Burlington Northern Santa FE, LLC's SEC filings: Form 11-K filed 2009-06-30 and Form 10-K filed 2026-03-02. No term could be quoted from them with the required precision.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2I · 2J 401(k) feature · 2K 401(m) arrangement · 2O ESOP-related feature · 2T default investment (QDIA) · 3F · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251013105550NAL0000511907001, received 2025-10-13
Full record, Burlington Northern Santa FE Investment and Retirement Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | BURLINGTON NORTHERN SANTA FE, LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251013105550NAL0000511907001, received 2025-10-13 |
| Plan name | BURLINGTON NORTHERN SANTA FE INVESTMENT AND RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251013105550NAL0000511907001, received 2025-10-13 |
| Sponsor EIN / plan number | 27-1754839 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251013105550NAL0000511907001, received 2025-10-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251013105550NAL0000511907001, received 2025-10-13 |
| Sponsor location | FORT WORTH, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251013105550NAL0000511907001, received 2025-10-13 |
| Industry (business code) | 482110, Transportation and warehousing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251013105550NAL0000511907001, received 2025-10-13 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251013105550NAL0000511907001, received 2025-10-13 |
| Filing received | 2025-10-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251013105550NAL0000511907001, received 2025-10-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251013105550NAL0000511907001, received 2025-10-13 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251013105550NAL0000511907001, received 2025-10-13 |
| Participants, beginning of year | 9,031 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251013105550NAL0000511907001, received 2025-10-13 |
| Active participants | 6,015 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251013105550NAL0000511907001, received 2025-10-13 |
| Participants, end of year | 8,550 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251013105550NAL0000511907001, received 2025-10-13 |
| Participants with an account balance | 8,105 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013105550NAL0000511907001, received 2025-10-13 |
| Total assets, beginning of year | $2,282,763,757 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251013105550NAL0000511907001, received 2025-10-13 |
| Total assets, end of year | $2,543,965,706 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013105550NAL0000511907001, received 2025-10-13 |
| Net assets, end of year | $2,543,684,504 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251013105550NAL0000511907001, received 2025-10-13 |
| Total income | $481,423,329 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251013105550NAL0000511907001, received 2025-10-13 |
| Net income | $264,283,805 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251013105550NAL0000511907001, received 2025-10-13 |
| Employer contributions | $49,835,520 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013105550NAL0000511907001, received 2025-10-13 |
| Participant contributions | $59,911,093 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251013105550NAL0000511907001, received 2025-10-13 |
| Other contributions (incl. rollovers) | $19,783,129 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251013105550NAL0000511907001, received 2025-10-13 |
| Total contributions | $129,529,742 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013105550NAL0000511907001, received 2025-10-13 |
| Benefit payments | $216,846,387 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251013105550NAL0000511907001, received 2025-10-13 |
| Total expenses (incl. benefit payments) | $217,139,524 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251013105550NAL0000511907001, received 2025-10-13 |
| Total administrative expenses | $11,500 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013105550NAL0000511907001, received 2025-10-13 |
| Administrative expenses excluding investment management | $11,500 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013105550NAL0000511907001, received 2025-10-13 |
| Held in master trusts | $2,514,270,898 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251013105550NAL0000511907001, received 2025-10-13 |
| Independent auditor | WHITLEY PENN LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251013105550NAL0000511907001, received 2025-10-13 |
Position = column in the DOL layout for form year 2024. Filing 20251013105550NAL0000511907001, received 2025-10-13.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC.recordkeeper | NONE | 15 Recordkeeping and information management; 25 Trustee (directed); 37 Participant loan processing; 52 Investment management fees paid indirectly by plan | $48,500 | no |
| QDRO CONSULTANTS | NONE | 16 Consulting (general) | $11,500 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251013105550NAL0000511907001, received 2025-10-13.
Master trust
BNSF 401K PLANS MASTER TRUST (EIN 271754839, PN 003): plan interest $2,514,270,898, 35.1% of the trust. The trust's own filing (20251013105804NAL0000514467001, received 2025-10-13) reports net assets $7,158,650,496, administrative expenses $0, recordkeeping fees not reported, investment management fees not reported and 0 Schedule C providers.
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $2,282,763,757 | $2,543,965,706 | 11.4% |
| Participants with a balance | 8,503 | 8,105 | -4.7% |
| Administrative expenses | $18,772 | $11,500 | -38.7% |
| Recordkeeping fees per participant | $1.38 | not reported | |
| Employer contributions | $49,921,968 | $49,835,520 | -0.2% |
Prior filing 20241010093816NAL0011340723001, received 2024-10-10; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: BURLINGTON NORTHERN SANTA FE, LLC; SEC registrant: BURLINGTON NORTHERN SANTA FE, LLC (CIK 934612, matched by EIN; display name from the Form 10-K cover).