# Textron INC. 401(k) Plan
Source: https://planprovider.pro/companies/textron-inc-133380685-001

> Textron INC.'s 401(k) plan: 0 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Textron INC.

- **Sponsor EIN:** 133380685

- **Sponsor Address:** 40 WESTMINSTER STREET, PROVIDENCE, RI, 029032525

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $8.6B

## 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.|

| 2025|0|$8.6B|$0|$0|

| 2024|0|$7.9B|$0|$0|

| 2023|0|$7.6B|$0|$0|

| 2022|0|$7.2B|$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|

| CORE AND VALUE ADVISORS, LLC|Investment Advisor|$4,400,509|—|$4,400,509|

| WELLS CAPITAL|Investment Advisor|$2,694,553|—|$2,694,553|

| INDEPENDENT FRANCHISE PARTNERS|Investment Advisor|$2,501,095|—|$2,501,095|

| JP MORGAN CHASE BANK|Investment Advisor|$2,389,581|—|$2,389,581|

| P E GLOBAL LLC|Investment Advisor|$2,368,341|—|$2,368,341|

| ACADIAN ASSET MANAGEMENT LLC|Investment Advisor|$2,145,939|—|$2,145,939|

| WELLINGTON MANAGEMENT COMPANY, LLP|Investment Advisor|$2,100,085|—|$2,100,085|

| BNY MELLON|Custodian / Trustee|$1,609,036|—|$1,609,036|

| LSV ASSET MANAGEMENT|Investment Advisor|$1,592,828|—|$1,592,828|

| HOOD RIVER CAPITAL MANAGEMENT|Investment Advisor|$1,238,453|—|$1,238,453|

| ARROWSTREET|Investment Advisor|$935,625|—|$935,625|

| LAZARD ASSET MANAGEMENT|Investment Advisor|$835,312|—|$835,312|

| NISA INVESTMENT ADVISORS, L.L.C.|Investment Advisor|$690,664|—|$690,664|

| INCOME RESEARCH & MANAGEMENT|Investment Advisor|$646,623|—|$646,623|

| HAMILTON LANE ADVISORS, LLC|Investment Advisor|$642,113|—|$642,113|

| CENTERSQUARE INVESTMENT MGMT|Investment Advisor|$409,264|—|$409,264|

| CLIFTON GROUP|Investment Advisor|$277,612|—|$277,612|

| PARAMETRIC PORTFOLIO ASSOCIATE|Investment Advisor|$260,148|—|$260,148|

| PRICEWATERHOUSECOOPERS|Investment Advisor|$239,800|—|$239,800|

| DOUBLELINE CAPITAL, L.P.|Investment Advisor|$167,393|—|$167,393|

| PALISADE CAPITAL MANAGEMENT|Investment Advisor|$49,925|—|$49,925|

| EVESTMENT CONSULTING|Investment Advisor|$47,368|—|$47,368|

| BLOOMBERG FINANCE|Investment Advisor|$20,875|—|$20,875|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $28,263,142

- **Estimated Expense Ratio:** 0.329% 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|

| 2025|$32,216,807|$31,408,727|—|—|—|

| 2024|$28,214,266|$27,300,789|—|—|—|

| 2023|$29,191,990|$28,279,235|—|—|—|

| 2022|$34,322,431|$34,322,431|—|—|—|

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