Plan Snapshot
- Plan Sponsor: Teledyne Technologies Incorporated
- Sponsor EIN: 251843385
- Sponsor Address: 1049 CAMINO DOS RIOS, THOUSAND OAKS, CA, 91360
- Plan Type: DB
- Total Participants: 52
- Total Assets: $545.9M
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 | 52 | $545.9M | $0 | $0 |
| 2023 | 66 | $568.6M | $0 | $0 |
| 2022 | 87 | $560.2M | $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 |
|---|---|---|---|---|
| STRATEGIC INVESTMENT GROUP | Investment Advisor | $1,431,325 | — | $1,431,325 |
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $749,373 | — | $749,373 |
| ARROWSTREET CAPITAL, LP | Other Service Provider | $345,042 | — | $345,042 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $194,061 | — | $194,061 |
| WILSHIRE ASSOCIATES | Recordkeeper | $125,000 | — | $125,000 |
| UBS ASSET MANAGEMENT TRUST COMPANY | Investment Advisor | $67,208 | — | $67,208 |
| WELLINGTON TRUST | Other Service Provider | $38,302 | — | $38,302 |
| SEGALL BRYANT & HAMILL, LLC | Other Service Provider | $26,423 | — | $26,423 |
| ACADIAN ASSET MANAGEMENT LLC | Other Service Provider | $25,737 | — | $25,737 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- WILSHIRE ASSOCIATES — Recordkeeper
- UBS ASSET MANAGEMENT TRUST COMPANY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,002,471
- Estimated Expense Ratio: 0.550% 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 | $3,329,679 | $2,060,726 | — | — | — |
| 2023 | $3,300,792 | $2,109,477 | — | — | — |
| 2022 | $4,379,670 | $2,895,162 | — | — | $1,178,936 |