Plan Snapshot
- Plan Sponsor: Rtx Corporation
- Sponsor EIN: 133064404
- Sponsor Address: 4 FARM SPRINGS ROAD, FARMINGTON, CT, 06032
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $42.1B
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 | $42.1B | $0 | $0 |
| 2023 | 0 | $44.4B | $0 | $0 |
| 2022 | 0 | $43.6B | $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 |
|---|---|---|---|---|
| BLACKSTONE ALTERNATIVE ASSET MGMT | Other Service Provider | $16,495,000 | — | $16,495,000 |
| BRASA CAPITAL MANAGEMENT | Other Service Provider | $15,650,000 | — | $15,650,000 |
| ARROWSTREET CAPITAL, LIMITED | Other Service Provider | $14,171,000 | — | $14,171,000 |
| CVC CAPITAL PARTNERS | Other Service Provider | $10,870,000 | — | $10,870,000 |
| AEW CAPITAL MANAGEMENT LP | Other Service Provider | $9,132,000 | — | $9,132,000 |
| TPG INC. | Other Service Provider | $8,704,000 | — | $8,704,000 |
| SILVER LAKE TECHNOLOGY MANAGEMENT, | Other Service Provider | $7,454,000 | — | $7,454,000 |
| THOMA BRAVO, LLC | Other Service Provider | $6,995,000 | — | $6,995,000 |
| OLYMPUS ADVISORS LLC | Other Service Provider | $6,848,000 | — | $6,848,000 |
| ARTISAN PARTNERS | Other Service Provider | $6,016,000 | — | $6,016,000 |
| KOHLBERG KRAVIS ROBERTS & CO. | Other Service Provider | $5,398,000 | — | $5,398,000 |
| PRUDENTIAL CAPITAL PARTNERS | Other Service Provider | $4,788,000 | — | $4,788,000 |
| ADVENT INTERNATIONAL CORPORATION | Other Service Provider | $4,275,000 | — | $4,275,000 |
| WELLINGTON MANAGEMENT COMPANY LLP | Other Service Provider | $4,271,000 | — | $4,271,000 |
| PERMIRA ADVISERS LLP | Other Service Provider | $4,199,000 | — | $4,199,000 |
| NEUBERGER BERMAN GROUP LLC | Other Service Provider | $4,085,000 | — | $4,085,000 |
| RTX CORPORATION | Other Service Provider | $4,019,000 | — | $4,019,000 |
| HAMILTON LANE ADVISORS, L.L.C. | Other Service Provider | $3,942,000 | — | $3,942,000 |
| LAZARD ASSET MANAGEMENT LLC | Other Service Provider | $3,939,000 | — | $3,939,000 |
| ENCAP INVESTMENTS L.P | Other Service Provider | $3,913,000 | — | $3,913,000 |
| JENNISON ASSOCIATES LLC | Recordkeeper | $3,696,000 | — | $3,696,000 |
| HEARD CAPITAL LLC | Other Service Provider | $3,537,000 | — | $3,537,000 |
| KOPERNIK GLOBAL INVESTORS LLC | Other Service Provider | $3,483,000 | — | $3,483,000 |
| CARLYLE GROUP | Other Service Provider | $3,146,000 | — | $3,146,000 |
| PACIFIC INVESTMENT MANAGEMENT CO | Other Service Provider | $3,137,000 | — | $3,137,000 |
| NISA INVESTMENT ADVISORS | Other Service Provider | $3,013,000 | — | $3,013,000 |
| J.P. MORGAN INVESTMENT | Recordkeeper | $2,980,000 | — | $2,980,000 |
| VITRUVIAN INVESTMENT PARTNERS | Other Service Provider | $2,967,000 | — | $2,967,000 |
| FIRST EAGLE INVESTMENT MGMT LLC | Other Service Provider | $2,966,000 | — | $2,966,000 |
| KPS CAPITAL PARTNERS, LP | Other Service Provider | $2,862,000 | — | $2,862,000 |
| LOOMIS SAYLES & COMPANY, LP | Other Service Provider | $2,552,000 | — | $2,552,000 |
| GREAT HILL PARTNERS, LLC | Other Service Provider | $2,416,000 | — | $2,416,000 |
| APOLLO GLOBAL MANAGEMENT, LLC | Other Service Provider | $2,195,000 | — | $2,195,000 |
| KELSO & COMPANY | Other Service Provider | $2,092,000 | — | $2,092,000 |
| ACADIAN ASSET MANAGEMENT LLC | Other Service Provider | $1,916,000 | — | $1,916,000 |
| INVESTINDUSTRIAL ADVISORS LIMITED | Other Service Provider | $1,916,000 | — | $1,916,000 |
| LINDSAY GOLDBERG | Other Service Provider | $1,857,000 | — | $1,857,000 |
| GRIDIRON CAPITAL | Other Service Provider | $1,781,000 | — | $1,781,000 |
| PARAMETRIC PORTFOLIO ASSOCIATE | Other Service Provider | $1,741,000 | — | $1,741,000 |
| VOYA INVESTMENT MANAGEMENT CO. LLC | Other Service Provider | $1,598,000 | — | $1,598,000 |
| FRANCISCO PARTNERS MANAGEMENT, LP | Other Service Provider | $1,565,000 | — | $1,565,000 |
| TPG ANGELO GORDON | Other Service Provider | $1,447,000 | — | $1,447,000 |
| ROCKPOINT GROUP LLC | Other Service Provider | $1,416,000 | — | $1,416,000 |
| AVANCE INVESTMENT MANAGEMENT, LLC | Other Service Provider | $1,375,000 | — | $1,375,000 |
| BLACKROCK FINANCIAL MANAGEMENT, INC | Other Service Provider | $1,352,000 | — | $1,352,000 |
| PROVIDENCE STRATEGIC GROWTH CAPITAL | Other Service Provider | $1,348,000 | — | $1,348,000 |
| WESTBROOK GROUP LLC | Other Service Provider | $1,280,000 | — | $1,280,000 |
| MFS INSTITUTIONAL ADVISORS, INC. | Other Service Provider | $1,279,000 | — | $1,279,000 |
| ATHYRIUM CAPITAL MANAGEMENT | Other Service Provider | $1,176,000 | — | $1,176,000 |
| INCOME RESEARCH & MANAGEMENT | Other Service Provider | $1,014,000 | — | $1,014,000 |
| CENTERBRIDGE PARTNERS, L.P. | Other Service Provider | $1,006,000 | — | $1,006,000 |
| PRUDENTIAL FINANCIAL | Other Service Provider | $1,004,000 | — | $1,004,000 |
| TA ASSOCIATES | Other Service Provider | $992,000 | — | $992,000 |
| PAYDEN AND RYGEL | Other Service Provider | $915,000 | — | $915,000 |
| LOGAN CIRCLE PARTNERS LP | Other Service Provider | $892,000 | — | $892,000 |
| BESSEMER | Other Service Provider | $808,000 | — | $808,000 |
| SPEAR STREET CAPITAL LLC | Other Service Provider | $781,000 | — | $781,000 |
| INTERMEDIATE CAPITAL GROUP | Other Service Provider | $726,000 | — | $726,000 |
| PRUDENTIAL REAL ESTATE INVESTORS | Recordkeeper | $715,000 | — | $715,000 |
| GSO CAPITAL PARTNERS | Other Service Provider | $664,000 | — | $664,000 |
| PSG | Other Service Provider | $658,000 | — | $658,000 |
| AMERICAN INDUSTRIAL PARTNERS | Other Service Provider | $628,000 | — | $628,000 |
| LEXINGTON CAPITAL PARTNERS | Other Service Provider | $571,000 | — | $571,000 |
| T. ROWE PRICE ASSOCIATES, INC. | Other Service Provider | $548,000 | — | $548,000 |
| SIXTH STREET | Other Service Provider | $531,000 | — | $531,000 |
| HPS INVESTMENT PARTNERS LLC | Other Service Provider | $475,000 | — | $475,000 |
| ALPINVEST PARTNERS | Other Service Provider | $449,000 | — | $449,000 |
| PORTOBELLO CAPITAL | Other Service Provider | $446,000 | — | $446,000 |
| STRATEGIC PARTNERS FUND SOLUTIONS A | Other Service Provider | $387,000 | — | $387,000 |
| SCHRODER INVESTMENT MANAGEMENT | Other Service Provider | $346,000 | — | $346,000 |
| ABRY PARTNERS LLC | Other Service Provider | $344,000 | — | $344,000 |
| PRICEWATERHOUSECOOPERS LLP | Auditor | $329,000 | — | $329,000 |
| ANDERSEN TAX | Other Service Provider | $311,000 | — | $311,000 |
| BERKSHIRE HATHAWAY | Other Service Provider | $301,000 | — | $301,000 |
| THE CLIFTON GROUP INVESTMENT MANAGE | Other Service Provider | $261,000 | — | $261,000 |
| BAIN CAPITAL, LLC | Other Service Provider | $242,000 | — | $242,000 |
| COLLER CAPITAL | Other Service Provider | $219,000 | — | $219,000 |
| MONTAGU PRIVATE EQUITY | Other Service Provider | $206,000 | — | $206,000 |
| CARMEL PARTNERS | Other Service Provider | $166,000 | — | $166,000 |
| W CAPITAL PARTNERS | Other Service Provider | $164,000 | — | $164,000 |
| NEW MOUNTAIN CAPITAL LLC | Other Service Provider | $157,000 | — | $157,000 |
| BANNER RIDGE PARTNERS | Other Service Provider | $150,000 | — | $150,000 |
| BGO STRATEGIC CAPITAL PARTNERS | Other Service Provider | $150,000 | — | $150,000 |
| CONDUENT INCORPORATED | Other Service Provider | $135,000 | — | $135,000 |
| MARLIN EQUITY PARTNERS | Other Service Provider | $128,000 | — | $128,000 |
| GRASSHOPPER BANK | Other Service Provider | $123,000 | — | $123,000 |
| LONE STAR GLOBAL ACQUISITIONS, LTD. | Other Service Provider | $119,000 | — | $119,000 |
| TRITON PARTNERS | Other Service Provider | $116,000 | — | $116,000 |
| FACTSET RESEARCH SYSTEMS, INC. | Other Service Provider | $95,000 | — | $95,000 |
| AETNA LIFE INSURANCE COMPANY | Other Service Provider | $87,000 | — | $87,000 |
| ROCKCREEK INC | Other Service Provider | $66,000 | — | $66,000 |
| ERNST & YOUNG LLP | Auditor | $64,000 | — | $64,000 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $63,000 | — | $63,000 |
| AUDAX GROUP | Other Service Provider | $49,000 | — | $49,000 |
| DUPONT CAPITAL MANAGEMENT | Other Service Provider | $49,000 | — | $49,000 |
| ALBOURNE AMERICA, LLC | Other Service Provider | $42,000 | — | $42,000 |
| AVISTA CAPITAL | Other Service Provider | $39,000 | — | $39,000 |
| CINDY G. PITESA | Other Service Provider | $36,000 | — | $36,000 |
| SEYFARTH SHAW LLP | Investment Advisor | $24,000 | — | $24,000 |
| ARDIAN PRIVATE EQUITY | Other Service Provider | $12,000 | — | $12,000 |
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $12,000 | — | $12,000 |
| THOMSON REUTERS | Other Service Provider | $10,000 | — | $10,000 |
| INSTITUTIONAL LIMITED PARTNERS | Other Service Provider | $8,000 | — | $8,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JENNISON ASSOCIATES LLC — Recordkeeper
- J.P. MORGAN INVESTMENT — Recordkeeper
- PRUDENTIAL REAL ESTATE INVESTORS — Recordkeeper
- PRICEWATERHOUSECOOPERS LLP — Auditor
- ERNST & YOUNG LLP — Auditor
- SEYFARTH SHAW LLP — Investment Advisor
- WILLIS TOWERS WATSON US LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $228,086,000
- Estimated Expense Ratio: 0.542% 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 | $285,963,000 | $223,028,000 | $4,247,000 | $640,000 | — |
| 2023 | $117,311,000 | $113,503,000 | $25,000 | — | — |
| 2022 | $338,107,000 | $302,458,304 | $3,328,511 | — | $7,241,784 |