Plan Snapshot
- Plan Sponsor: Texas Instruments Incorporated
- Sponsor EIN: 750289970
- Sponsor Address: 13570 N. CENTRAL EXPRESSWAY, DALLAS, TX, 75243
- Plan Type: 401(k)
- Total Participants: 426
- Total Assets: $1.1B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 426 | $1.1B | $1.2M | $7.3M |
| 2023 | 463 | $1.0B | $1.3M | $7.9M |
| 2022 | 498 | $1.0B | $2.0M | $11.6M |
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 ADVISORS, INC. | NONE | $137,413 | — | $137,413 |
| BLACKROCK INST. TRUST CO. N.A. | NONE | $104,089 | — | $104,089 |
| ERNST & YOUNG LLP | NONE | $97,259 | — | $97,259 |
| NORTHERN TRUST COMPANY | TRUSTEE | $95,128 | $1,059 | $96,187 |
| FIDELITY INV. INST. OPS. CO., INC. | NONE | $66,242 | — | $66,242 |
| WILLIAM M. MERCER INC. | NONE | $25,000 | — | $25,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — NONE
- ERNST & YOUNG LLP — NONE
- FIDELITY INV. INST. OPS. CO., INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $526,190
- Estimated Expense Ratio: 0.048% 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 | $525,131 | $241,502 | $66,242 | $97,259 | — |
| 2023 | $463,102 | $217,581 | $18,476 | $97,259 | — |
| 2022 | $541,137 | $88,140 | $232,106 | — | $220,891 |