Plan Snapshot
- Plan Sponsor: Trane Technologies Company LLC
- Sponsor EIN: 135156640
- Sponsor Address: 800 E BEATY STREET, DAVIDSON, NC, 28036
- Plan Type: 401(k)
- Plan Number: 590
- Total Participants: 21,746
- Total Assets: $0
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 | 21,746 | $0 | $0 | $0 |
| 2023 | 19,661 | $0 | $0 | $0 |
| 2022 | 18,163 | $0 | $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 |
|---|---|---|---|---|
| HORIZON HEALTHCARE SERVICES | Recordkeeper | $7,122,372 | $524,513 | $7,646,885 |
| AETNA | Recordkeeper | $2,536,663 | — | $2,536,663 |
| METROPOLITAN LIFE INSURANCE COMPANY | Recordkeeper | $1,078,850 | — | $1,078,850 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,262,398
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |