401(k) Retirement Plan · Active
SUNDSTRAND DE PUERTO RICO PENSION PLAN
RTX CORPORATION·EIN 060570975
4 FARM SPRINGS ROAD · FARMINGTON, CT 06032
Plan year
2024
Plan #
038
Industry
Filing ACK
202509251631…
Prospect flagsNo flags tripped
Summary metrics
Total assets (EOY)
$47.5M
$0 per participant
Active participants
1,577
75.9% participation
Participation rate
75.9%
22nd percentile
Annual return
1.87%
1st percentile
Admin expense
1.11%
% of assets
Flag timeline
Issue history by plan year
Tripped years: 0Watched years: 0
2021
Clean
2022
Clean
2023
Clean
2024
Clean
CleanWatchedTripped (shade = count)
Section 02
How this plan compares
Peer groupIndustry33, Assets$10M-$50M, Participants250-999, Snapshot2024
- Participant contribution$00th pctile
- Employer contribution$00th pctile
- Participation rate75.9%22nd pctile
- Assets per participant$00th pctile
- Expense efficiency$33312th pctile
- Annual return1.87%1st pctile
Overall peer rank
- Bottom quartile
- Mid
- Top quartile
Averaged across 6 normalized metrics within the selected peer group.
Fee trend
Return trend
Section 03
10-year trajectory2021 - 2024
How plan year 2024 played out
Asset flow
-$215.8K
Start of year to end of year
Section 04
Asset composition
End-of-year allocation
Asset allocation
No Schedule H allocation amounts on this filing
Cash drag vs peers
Plan cash
0.0%
Peer average
0.9%
In line with peersPeer marker at 0.9%
Section 04
Service providers
Top 6 by compensation
| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC Service code 16 | Consulting | $64,497 |
PRICEWATERHOUSECOOPERS Service code 10 | Accounting | $27,500 |
CARLOS GONZALES LAW OFFICE LLC Service code 29 | Legal | $20,088 |
GRANT THORNTON Service code 10 | Accounting | $16,000 |
THE BANK OF NEW YORK MELLON Service code 21 | Bank Trustee | $13,971 |
WILLIS TOWERS WATSON Service code 15 | Recordkeeping | $10,304 |
Section 05Plan features & details
ShowHide features, contributions, expenses, fidelity bond & compliancePension benefit codes1A3C3H
Section 05
Plan features & details
ShowHide features, contributions, expenses, fidelity bond & compliance
Pension benefit codes1A3C3H
Plan features
- 1ABenefits are primarily pay relatedBenefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
- 3CPlan not intended to be qualifiedA plan not intended to be qualified under Code sections 401 403 or 408.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Contributions
Employer total$0
Participant total$0
Employer / P$0
Participant / P$0
Expenses
Admin expenses$323,199
Per participant$333.19
% of assets0.68%
Fidelity bond
Coverage amount$90,000,000
% of assets189.28%
Section 06
Other plans under this sponsor
Same EIN ·060570975