# Rtx Corporation 401(k) Plan
Source: https://planprovider.pro/companies/rtx-corporation-060570975-503

> Rtx Corporation&#39;s 401(k) plan: 65,987 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:** 401(k)

- **Plan Number:** 503

- **Total Participants:** 65,987

- **Total Assets:** $20.7M

## 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|65,987|$20.7M|$1.5B|$396.5M|

| 2023|125,848|$50.5M|$1.4B|$378.9M|

| 2022|125,600|$54.8M|$1.2B|$374.5M|

## 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|$21,831,297|—|$21,831,297|

| PARTNERCOMM, INC.|Other Service Provider|$2,270,250|—|$2,270,250|

| WILLIS TOWERS WATSON|Other Service Provider|$1,603,875|—|$1,603,875|

| RTX CORPORATION|Other Service Provider|$1,036,281|—|$1,036,281|

| HEALTH ADVOCATE|Other Service Provider|$1,019,904|—|$1,019,904|

| MERATIVE|Other Service Provider|$604,933|—|$604,933|

| METROPOLITAN LIFE INSURANCE COMPANY|Other Service Provider|$521,102|—|$521,102|

| AYCO|Other Service Provider|$229,500|—|$229,500|

| LAND GRAPHICS INC|Other Service Provider|$224,249|—|$224,249|

| WOESTMAN CONSULTING|Other Service Provider|$208,439|—|$208,439|

| TIGERPRESS|Other Service Provider|$206,366|—|$206,366|

| GRANT THORNTON|Other Service Provider|$177,046|—|$177,046|

| AIRBO|Other Service Provider|$162,200|—|$162,200|

| KARMALADE CONSULTING|Other Service Provider|$52,130|—|$52,130|

| BENEFITFOCUS|Other Service Provider|$50,523|—|$50,523|

| JP MORGAN|Recordkeeper|$50,000|—|$50,000|

| DATA BASED DEVELOPMENT SYSTEMS|Other Service Provider|$32,772|—|$32,772|

| MULETOWN FUNDING|Other Service Provider|$26,500|—|$26,500|

| ROSA BARONE|Other Service Provider|$18,338|—|$18,338|

| ANDERSON TAX LLC|Other Service Provider|$13,900|—|$13,900|

| UNITED BANK|Other Service Provider|$10,000|—|$10,000|

### 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

- [JP MORGAN](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:** $30,349,605

- **Estimated Expense Ratio:** 146.279% 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|$78,281,688|—|$62,346,789|$190,946|—|

| 2023|$78,319,091|—|$41,513,129|$82,000|—|

| 2022|$77,426,402|—|$842,145|—|$24,329,068|

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