Employers › AMP
Recordkeeping fees per participant · TE Connectivity Retirement Savings and Investment Plan · plan year 2024
$62.35
Higher than 93% of the 790 plans over $1B that report it.
= $936,522 / 15,021
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251009165106NAL0006921921001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009165106NAL0006921921001, received 2025-10-09
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-09.
Administrative expenses excluding investment management, per participant
$97.82
Higher than 90% of the 1,045 plans over $1B that report it.
= $1,469,401 / 15,021
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009165106NAL0006921921001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009165106NAL0006921921001, received 2025-10-09
Administrative expenses per participant
$116.25
Higher than 78% of the 1,076 plans over $1B that report it.
= $1,746,175 / 15,021
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009165106NAL0006921921001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009165106NAL0006921921001, received 2025-10-09
Administrative expenses as a share of assets
0.057%
Higher than 61% of the 1,076 plans over $1B that report it.
= $1,746,175 / $3,087,528,021
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009165106NAL0006921921001, received 2025-10-09
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009165106NAL0006921921001, received 2025-10-09
Employer contributions per participant
$3,151
Higher than 41% of the 1,135 plans over $1B that report it.
= $47,330,800 / 15,021
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009165106NAL0006921921001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009165106NAL0006921921001, received 2025-10-09
Employer share of total contributions
33.8%
Higher than 52% of the 1,135 plans over $1B that report it.
= $47,330,800 / $140,003,665
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009165106NAL0006921921001, received 2025-10-09
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009165106NAL0006921921001, received 2025-10-09
Plan terms are described in AMP Inc's SEC filings: Form 11-K filed 1999-06-29 and Form 10-K filed 1999-03-26. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251009165106NAL0006921921001, received 2025-10-09
| Field | Value | Source |
|---|---|---|
| Plan sponsor | TE CONNECTIVITY CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251009165106NAL0006921921001, received 2025-10-09 |
| Plan name | TE CONNECTIVITY RETIREMENT SAVINGS AND INVESTMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251009165106NAL0006921921001, received 2025-10-09 |
| Sponsor EIN / plan number | 23-0332575 / 008 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251009165106NAL0006921921001, received 2025-10-09 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251009165106NAL0006921921001, received 2025-10-09 |
| Sponsor location | BERWYN, PA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251009165106NAL0006921921001, received 2025-10-09 |
| Industry (business code) | 335900, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251009165106NAL0006921921001, received 2025-10-09 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251009165106NAL0006921921001, received 2025-10-09 |
| Filing received | 2025-10-09 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251009165106NAL0006921921001, received 2025-10-09 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251009165106NAL0006921921001, received 2025-10-09 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251009165106NAL0006921921001, received 2025-10-09 |
| Participants, beginning of year | 16,137 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251009165106NAL0006921921001, received 2025-10-09 |
| Active participants | 8,252 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251009165106NAL0006921921001, received 2025-10-09 |
| Participants, end of year | 15,295 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251009165106NAL0006921921001, received 2025-10-09 |
| Participants with an account balance | 15,021 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009165106NAL0006921921001, received 2025-10-09 |
| Total assets, beginning of year | $2,801,852,006 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251009165106NAL0006921921001, received 2025-10-09 |
| Total assets, end of year | $3,087,528,021 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009165106NAL0006921921001, received 2025-10-09 |
| Net assets, end of year | $3,079,496,417 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251009165106NAL0006921921001, received 2025-10-09 |
| Total income | $642,179,606 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251009165106NAL0006921921001, received 2025-10-09 |
| Net income | $283,780,735 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251009165106NAL0006921921001, received 2025-10-09 |
| Employer contributions | $47,330,800 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009165106NAL0006921921001, received 2025-10-09 |
| Participant contributions | $77,864,003 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251009165106NAL0006921921001, received 2025-10-09 |
| Other contributions (incl. rollovers) | $14,808,862 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251009165106NAL0006921921001, received 2025-10-09 |
| Total contributions | $140,003,665 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009165106NAL0006921921001, received 2025-10-09 |
| Benefit payments | $356,014,548 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251009165106NAL0006921921001, received 2025-10-09 |
| Total expenses (incl. benefit payments) | $358,398,871 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251009165106NAL0006921921001, received 2025-10-09 |
| Total administrative expenses | $1,746,175 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009165106NAL0006921921001, received 2025-10-09 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251009165106NAL0006921921001, received 2025-10-09 |
| Recordkeeping fees | $936,522 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251009165106NAL0006921921001, received 2025-10-09 |
| IQPA audit fees | $28,460 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251009165106NAL0006921921001, received 2025-10-09 |
| Investment advisory and management fees | $276,774 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251009165106NAL0006921921001, received 2025-10-09 |
| Administrative expenses excluding investment management | $1,469,401 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009165106NAL0006921921001, received 2025-10-09 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251009165106NAL0006921921001, received 2025-10-09 |
| Held in common/collective trusts | $2,459,950,468 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251009165106NAL0006921921001, received 2025-10-09 |
| Held in mutual funds | $591,930,116 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251009165106NAL0006921921001, received 2025-10-09 |
| Independent auditor | CLIFTONLARSONALLEN LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251009165106NAL0006921921001, received 2025-10-09 |
Position = column in the DOL layout for form year 2024. Filing 20251009165106NAL0006921921001, received 2025-10-09.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY Orecordkeeper | NONE | 15 Recordkeeping and information management; 37 Participant loan processing; 50 Direct payment from the plan; 64 Recordkeeping fees | $889,073 | yes |
| MORGAN LEWIS & BOCKIUS LLP | NONE | 29 Legal; 50 Direct payment from the plan | $281,136 | no |
| NORTHERN TRUST COMPANYrecordkeeper | NONE | 21 Trustee (bank, trust company or similar); 64 Recordkeeping fees | $214,282 | yes |
| WESTERN ASSET MANAGEMENT COMPANY | NONE | 28 Investment management; 50 Direct payment from the plan | $149,176 | no |
| TOWERS WATSON INV SERVICE INC | NONE | 28 Investment management; 33 Securities brokerage; 50 Direct payment from the plan; 51 Investment management fees paid directly by plan | $104,348 | no |
| CLIFTON LARSON ALLEN LLP | NONE | 28 Investment management; 50 Direct payment from the plan | $28,460 | no |
| ARROWSTREET CAPITAL L.P. | NONE | 28 Investment management; 50 Direct payment from the plan | $23,250 | no |
| THINK PATENTED | NONE | 99 Other fees | $5,408 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251009165106NAL0006921921001, received 2025-10-09.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $2,801,852,006 | $3,087,528,021 | 10.2% |
| Participants with a balance | 15,824 | 15,021 | -5.1% |
| Administrative expenses | $1,471,895 | $1,746,175 | 18.6% |
| Recordkeeping fees per participant | $92.86 | $62.35 | -32.9% |
| Employer contributions | $46,874,312 | $47,330,800 | 1.0% |
Prior filing 20241001125938NAL0003264003001, received 2024-10-01; the plan years are contiguous.
Sponsor name as filed: TE CONNECTIVITY CORPORATION; SEC registrant: AMP INC (CIK 6164, matched by EIN).