# Rtx Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/rtx-corporation-060570975-501

> Rtx Corporation's Health & Welfare plan: 125 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rtx Corporation

- **Sponsor EIN:** 060570975

- **Sponsor Address:** 4 FARM SPRINGS ROAD, FARMINGTON, CT, 06032

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 125

- **Total Assets:** $20.6M

## 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|125|$20.6M|$56.1M|$13.4M|

| 2023|114|$29.1M|$60.5M|$14.4M|

| 2022|90|$29.3M|$64.7M|$16.0M|

## 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|

| ALIGHT SOLUTIONS LLC|Recordkeeper|$1,106,906|—|$1,106,906|

| GRANT THORNTON|Other Service Provider|$124,954|—|$124,954|

| WILLIS TOWERS WATSON|Other Service Provider|$80,591|—|$80,591|

| NUVEEN ASSET MANAGEMENT|Other Service Provider|$53,118|—|$53,118|

| JPMORGAN CHASE|Recordkeeper|$50,000|—|$50,000|

| HEALTH ADVOCATE|Other Service Provider|$49,276|—|$49,276|

| BNY|Other Service Provider|$28,246|—|$28,246|

| ROSA BARONE|Other Service Provider|$20,963|—|$20,963|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ALIGHT SOLUTIONS LLC](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

- [JPMORGAN CHASE](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,514,054

- **Estimated Expense Ratio:** 7.353% 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|$3,549,413|$53,118|$3,183,158|$125,054|—|

| 2023|$4,017,985|$79,538|$2,514,451|$72,000|—|

| 2022|$4,358,690|$91,865|—|—|$1,275,614|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/rtx-corporation-060570975-501)

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