Plan Snapshot
- Plan Sponsor: Trane Technologies Company LLC
- Sponsor EIN: 133673037
- Sponsor Address: 800 E BEATY STREET, DAVIDSON, NC, 28036
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $1.5B
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 | $1.5B | $0 | $0 |
| 2023 | 0 | $1.6B | $0 | $0 |
| 2022 | 0 | $1.5B | $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 |
|---|---|---|---|---|
| PIMCO ADVISORS | Other Service Provider | $1,206,358 | — | $1,206,358 |
| NISA INVESTMENT ADVISORS LLC | Other Service Provider | $935,039 | — | $935,039 |
| JPMORGAN CHASE BANK NA | Custodian / Trustee | $847,858 | — | $847,858 |
| DODGE & COX | Other Service Provider | $734,637 | — | $734,637 |
| MILLIMAN | Recordkeeper | $647,235 | — | $647,235 |
| TOWERS WATSON DELAWARE, INC. | Recordkeeper | $631,387 | — | $631,387 |
| AON HEWITT | Recordkeeper | $495,000 | — | $495,000 |
| UNITED FORMS FINISHING | Other Service Provider | $42,635 | — | $42,635 |
| AETNA | Other Service Provider | $29,296 | — | $29,296 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JPMORGAN CHASE BANK NA — Custodian / Trustee
- MILLIMAN — Recordkeeper
- TOWERS WATSON DELAWARE, INC. — Recordkeeper
- AON HEWITT — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,569,445
- Estimated Expense Ratio: 0.360% 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 | $19,874,982 | $4,898,538 | — | — | — |
| 2023 | $24,999,570 | $3,962,781 | — | — | — |
| 2022 | $16,494,301 | $4,346,605 | — | — | $641,176 |