Plan Snapshot
- Plan Sponsor: Honeywell International INC Employee Services Finance Mgmnt
- Sponsor EIN: 366968926
- Sponsor Address: 855 S MINT ST., CHARLOTTE, NC, 28202
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $17.9B
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 | $17.9B | $0 | $0 |
| 2023 | 0 | $17.9B | $0 | $0 |
| 2022 | 0 | $18.3B | $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 |
|---|---|---|---|---|
| CONDUENT HR SERVICES LLC | Other Service Provider | $8,101,184 | — | $8,101,184 |
| NORTHERN TRUST COMPANY | Other Service Provider | $8,017,899 | — | $8,017,899 |
| HONEYWELL INTERNATIONAL INC. | Other Service Provider | $7,612,980 | — | $7,612,980 |
| CENTERSQUARE INVESTMENT MANAGEMENT | Other Service Provider | $2,778,874 | — | $2,778,874 |
| BRISTOL GROUP INC | Other Service Provider | $2,566,521 | — | $2,566,521 |
| GLOBAL ASSET MANAGEMENT LTD. | Other Service Provider | $1,976,348 | — | $1,976,348 |
| MORGAN LEWIS & BOCKIUS LLP | ERISA Attorney | $1,844,941 | — | $1,844,941 |
| BLOOMBERG FINANCE L.P. | Other Service Provider | $918,103 | — | $918,103 |
| AON INVESTMENTS USA INC | Other Service Provider | $894,428 | — | $894,428 |
| GIBSON DUNN & CRUTCHER LLP | Other Service Provider | $350,000 | — | $350,000 |
| NEWPORT TRUST COMPANY | Other Service Provider | $350,000 | — | $350,000 |
| NEWPORT GROUP, INC | Other Service Provider | $150,000 | — | $150,000 |
| ANDERSEN TAX LLC | Other Service Provider | $120,000 | — | $120,000 |
| CAPITAL ECONOMICS LTD | Other Service Provider | $120,000 | — | $120,000 |
| STEPSTONE GROUP REAL ESTATE LP | Other Service Provider | $105,000 | — | $105,000 |
| CROWE HORWATH LLP | Other Service Provider | $93,299 | — | $93,299 |
| CURCIO WEBB | Other Service Provider | $86,340 | — | $86,340 |
| TEMPO HOLDING COMPANY LLC DBA ALIGH | Recordkeeper | $68,750 | — | $68,750 |
| FROST BROWN TODD | Other Service Provider | $65,736 | — | $65,736 |
| PILLSBURY WINTHROP LLP | Other Service Provider | $56,666 | — | $56,666 |
| FACTSET RESEARCH SYSTEMS, INC. | Other Service Provider | $29,940 | — | $29,940 |
| KDP ASSET MANAGEMENT | Other Service Provider | $20,000 | — | $20,000 |
| ACURIS | Other Service Provider | $14,287 | — | $14,287 |
| HEDGEYE RISK MANAGEMENT, LLC | Other Service Provider | $10,608 | — | $10,608 |
| COMMITTEE ON INVESTMENT OF EMPLOYEE | Other Service Provider | $9,742 | — | $9,742 |
| PROMETHEUS ASSOCOATES INCORPORATED | Other Service Provider | $8,063 | — | $8,063 |
| ICE DATA SERVICES, INC. | Other Service Provider | $7,569 | — | $7,569 |
| DTCC ITP LLC | Other Service Provider | $5,936 | — | $5,936 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN LEWIS & BOCKIUS LLP — ERISA Attorney
- TEMPO HOLDING COMPANY LLC DBA ALIGH — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,383,214
- Estimated Expense Ratio: 0.204% 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 | $64,398,907 | $10,078,189 | $640 | $93,299 | — |
| 2023 | $49,867,648 | $14,507,953 | — | $133,970 | — |
| 2022 | $59,730,277 | $2,576,759 | — | — | $3,027,039 |