Plan Snapshot
- Plan Sponsor: Rtx Corporation
- Sponsor EIN: 132950148
- Sponsor Address: 4 FARM SPRINGS ROAD, FARMINGTON, CT, 06032
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $58.3B
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 | $58.3B | $0 | $0 |
| 2023 | 0 | $52.4B | $0 | $0 |
| 2022 | 0 | $48.6B | $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 |
|---|---|---|---|---|
| PRUDENTIAL | Recordkeeper | $12,532,000 | — | $12,532,000 |
| VOYA INVESTMENT MANAGEMENT CO. | Other Service Provider | $9,511,000 | — | $9,511,000 |
| ALLIANCE BERNSTEIN | Other Service Provider | $8,107,000 | — | $8,107,000 |
| METLIFE | Other Service Provider | $7,556,000 | — | $7,556,000 |
| ALIGHT SOLUTIONS LLC | Recordkeeper | $7,449,000 | — | $7,449,000 |
| NATIONWIDE MUTAL INSURANCE CO. | Recordkeeper | $7,268,000 | — | $7,268,000 |
| LINCOLN NATIONAL LIFE INSURANCE CO | Recordkeeper | $6,475,000 | — | $6,475,000 |
| MORNINGSTAR INVESTMENT MGMT LLC | Recordkeeper | $4,784,000 | — | $4,784,000 |
| EQUITABLE FINANCIAL LIFE INSURANCE | Recordkeeper | $4,221,000 | — | $4,221,000 |
| JACKSON NATIONAL LIFE INSURANCE CO | Other Service Provider | $3,864,000 | — | $3,864,000 |
| LOOMIS SAYLES AND COMPANY, L.P. | Other Service Provider | $3,621,000 | — | $3,621,000 |
| STATE STREET BANK AND TRUST CO | Custodian / Trustee | $2,275,000 | — | $2,275,000 |
| T. ROWE PRICE | Other Service Provider | $1,583,000 | — | $1,583,000 |
| EARNEST PARTNERS | Other Service Provider | $1,539,000 | — | $1,539,000 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $1,416,000 | — | $1,416,000 |
| PERSHING LLC | Investment Advisor | — | $1,203,443 | $1,203,443 |
| NEWRETIREMENT INC | Other Service Provider | $1,130,000 | — | $1,130,000 |
| INVESCO ADVISERS INC | Other Service Provider | $664,000 | — | $664,000 |
| SCHRODER INVESTMENT MANAGEMENT | Other Service Provider | $626,000 | — | $626,000 |
| BRIDGEWATER ASSOCIATES, LP | Other Service Provider | $616,000 | — | $616,000 |
| AQR CAPITAL MANAGEMENT | Other Service Provider | $581,000 | — | $581,000 |
| BLACKROCK INSTITUTIONAL TRUST CO. | Other Service Provider | $400,000 | — | $400,000 |
| ALLSPRING GLOBAL INVESTMENTS, LLC | Other Service Provider | $371,000 | — | $371,000 |
| ALIGHT FINANCIAL SOLUTIONS, LLC | Recordkeeper | — | $274,442 | $274,442 |
| JENNISON ASSOCIATES LLC | Recordkeeper | $261,000 | — | $261,000 |
| PRICEWATERHOUSECOOPERS | Auditor | $238,000 | — | $238,000 |
| PARTNERCOMM INC. | Other Service Provider | $108,000 | — | $108,000 |
| MCKINSEY & COMPANY, INC. | Other Service Provider | $90,000 | — | $90,000 |
| STRATEGIC NON-MEDICAL SOLUTIONS LLC | Other Service Provider | $81,000 | — | $81,000 |
| FIDELITY INVESTMENTS | Recordkeeper | $76,000 | — | $76,000 |
| PORTFOLIO MANAGEMENT TECHNOLOGY | Other Service Provider | $72,000 | — | $72,000 |
| SOCIAL FINANCE, INC. | Other Service Provider | $54,000 | — | $54,000 |
| FIDUCIA OPTIME, LLC | Other Service Provider | $46,000 | — | $46,000 |
| CANNEX | Other Service Provider | $31,000 | — | $31,000 |
| AMACES INC. | Other Service Provider | $20,000 | — | $20,000 |
| ERNST & YOUNG LLP | Auditor | $20,000 | — | $20,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRUDENTIAL — Recordkeeper
- ALIGHT SOLUTIONS LLC — Recordkeeper
- NATIONWIDE MUTAL INSURANCE CO. — Recordkeeper
- LINCOLN NATIONAL LIFE INSURANCE CO — Recordkeeper
- MORNINGSTAR INVESTMENT MGMT LLC — Recordkeeper
- EQUITABLE FINANCIAL LIFE INSURANCE — Recordkeeper
- PERSHING LLC — Investment Advisor
- ALIGHT FINANCIAL SOLUTIONS, LLC — Recordkeeper
- JENNISON ASSOCIATES LLC — Recordkeeper
- PRICEWATERHOUSECOOPERS — Auditor
- FIDELITY INVESTMENTS — Recordkeeper
- ERNST & YOUNG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,163,885
- Estimated Expense Ratio: 0.153% 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 | $94,391,000 | $34,263,000 | $43,284,000 | $258,000 | — |
| 2023 | $105,569,000 | $40,990,000 | $41,448,000 | $669,000 | — |
| 2022 | $100,197,000 | $33,326,000 | $47,483,000 | — | $8,299,000 |