Plan Snapshot
- Plan Sponsor: Rtx Corporation
- Sponsor EIN: 060570975
- Sponsor Address: 4 FARM SPRINGS ROAD, FARMINGTON, CT, 06032
- Plan Type: Health & Welfare
- Plan Number: 504
- Total Participants: 368
- Total Assets: $416,009
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 | 368 | $416,009 | $0 | $0 |
| 2023 | 374 | $451,945 | $3,444 | $0 |
| 2022 | 375 | $519,028 | $12,239 | $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 |
|---|---|---|---|---|
| GRANT THORNTON | Auditor | $41,000 | — | $41,000 |
| ANDERSON TAX LLC | Other Service Provider | $6,800 | — | $6,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,800
- Estimated Expense Ratio: 11.490% 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 | $56,239 | — | — | $47,800 | — |
| 2023 | $90,947 | — | $12,500 | $77,000 | — |
| 2022 | $28,290 | — | — | — | $28,290 |