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Original filing (PDF)20251013105550NAL0000511907001
BURLINGTON NORTHERN SANTA FE, LLC
Form 5500
FILING_RECEIVED
BURLINGTON NORTHERN SANTA FE INVESTMENT AND RETIREMENT PLAN
401(k) retirement plan
Signals · 2
99% in single holdingNo recordkeeper disclosed
Active participants
6,015
Accounts w/ balance
8,105
Plan assets (EOY)
$2.5B
Net assets (EOY)
$2.5B
How this plan invests
This plan
1 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "BNSF 401(k) Plans Master Trust Investment in Master Trust" is 99% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (0 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BURLINGTON NORTHERN SANTA FE, LLC.
Plan sponsor
Name
BURLINGTON NORTHERN SANTA FE, LLC
EIN
27-1754839
Address
2301 LOU MENK DR. · FORT WORTH, TX · 76131
Phone
(817) 352-1667
Industry
Transportation & Warehousingsee all
Plan administrator
Name
SVP & CHIEF HUMAN RESOURCES OFFICER BURLINGTON NORTHERN SANTE FE LLC
EIN
06-1795272
City
FORT WORTH, TX
Phone
(817) 352-1667
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2I · Stock bonus
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WHITLEY PENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $49K | — |
| QDRO CONSULTANTS | 34-1820650 | — | NONE | $12K | — |
Investments
1 direct security · 1 pooled fund· $2.5B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Master Trust
$2.5B
1 holding
Uncategorized
$29.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BNSF 401K PLANS MASTER TRUST BURLINGTON NORTHERN SANTE FE, LLC/BNSF RAILWAY COMPANY · EIN 27-1754839 / PN 003 | Master Trust | — | — | $2.5B | 98.8% | |
| from less than one year to fifteen years | — | — | — | $29.7M | 1.2% |