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: 13,175
- Total Assets: $8.1B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 13,175 | $8.1B | $75.0M | $175.3M |
| 2023 | 13,777 | $7.2B | $73.9M | $170.0M |
| 2022 | 13,037 | $6.2B | $68.4M | $152.9M |
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 | $1,598,401 | — | $1,598,401 |
| BLACKROCK INST. TRUST CO. N.A. | NONE | $1,014,472 | — | $1,014,472 |
| FIDELITY INV. INST. OPS. CO., INC. | NONE | $648,783 | — | $648,783 |
| NORTHERN TRUST COMPANY | TRUSTEE | $635,602 | $3,280 | $638,882 |
| ERNST & YOUNG LLP | NONE | $97,259 | — | $97,259 |
| WILLIAM M. MERCER INC. | NONE | $25,000 | — | $25,000 |
| HUNTON ANDREWS KURTH | NONE | $8,908 | — | $8,908 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — NONE
- FIDELITY INV. INST. OPS. CO., INC. — NONE
- ERNST & YOUNG LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,031,705
- Estimated Expense Ratio: 0.050% 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 | $4,028,425 | $2,612,873 | $648,783 | $97,259 | — |
| 2023 | $3,622,601 | $1,057,432 | $1,882,290 | $97,259 | — |
| 2022 | $3,827,501 | $891,956 | $2,177,554 | — | $757,991 |